More in Blogs

  • businessman dollar coin
    Oct 10, 2016

    Client-Focused FAs More Profitable Than Investment Managers

    Advisors who spend more of their time on asset gathering and retention activities tend to have higher AUM growth rates and revenue growth than those focused on investment management, according to a new study conducted by FP Transitions and published by SEI....More
  • Oct 7, 2016
    The Daily Brief

    Fidelity Advisors to Get Ron Carson’s Coaching

    Ron Carson's firm to provide coaching to Fidelity advisors, retired clients worry most about running out of money and BOSS launches client portal to boost digital offerings....More
  • DOL building
    Oct 6, 2016
    The Daily Brief

    More DOL Compliance Help

    Envestnet introduces DOL compliance tools, Merrill Lynch reveals robo advisor plans and tips for helping clients avoid an IRS audit....More
  • Oct 5, 2016
    The Daily Brief

    Social Security Surprise

    Retired women surprised by their financial situations, XML Financial Group leaves LPL and car payments are killing America's wealth....More
  • stock market glasses
    Oct 4, 2016
    The Daily Brief

    Unrealistic Expectations

    Investors have outsized expectations of their investment goals, family team breaks away from UBS and millennial parents are committed to saving for college....More
  • Oct 3, 2016
    The Daily Brief

    The Economic Impact of FSI Members

    FSI Members positively impact the economy, Bridgewater Wealth launches Her Wealth Initiative and Quovo rolls-out a new advisor dashboard....More
  • motif app
    Sep 30, 2016
    The Daily Brief

    Motif Launches Investing Subscription Service

    Motif launches subscription service, the challenges of working with business owners and New York approves pet cemeteries....More
  • Sep 29, 2016
    The Daily Brief

    Investors Want to Feel Confident With Digital Investing

    Investors want easy to use digital investing tools, IRI teams with RegEd on DOL compliance training and JPMorgan Chase moves around executives for new wealth/investment unit....More
  • Sep 28, 2016
    The Daily Brief

    New Robo Targets Muslim Investors

    Robo advisor targets Muslim investors, Envestnet Institute adds colleges and Concert advisors join Sowell Management Services....More
  • etrade
    Sep 27, 2016
    The Daily Brief

    Advice a Growth Driver for Discount Brokers

    Financial advice a key growth driver for discount brokers, retirees now have pensions but future retirees won't and Vanare integrates with TD Ameritrade's iRebal platform....More
  • Fidelity headquarters
    Sep 26, 2016
    The Daily Brief

    The Top VC Investors? Not Who You’d Think

    Mutual fund and asset managers taking bigger stakes in Silicon Valley unicorns, External IT launches new cybersecurity awareness training and Reagan-era memorabilia exceeds auction estimates....More
  • Sep 23, 2016
    The Daily Brief

    Global Wealth Slows

    Global wealth slows to half the rate of past years, advisors who thank their clients do better and Reddit users detail obscene tails of extreme wealth....More
  • Sep 22, 2016
    The Daily Brief

    A Fee-Based Annuity for the DOL Era?

    Great American Life touts a DOL-compliant annuity, how HNW investors invest and why Ric Edelman isn't sweating the presidential election....More
  • department of labor
    Sep 21, 2016

    One DOL Lawsuit May Have a Shot

    In a hearing for insurance agency Market Synergy’s suit against the Department of Labor Wednesday, the group’s attorneys told the judge, ‘This is a rifle shot.’...More
  • grandparents family college graduate
    Sep 21, 2016
    The Daily Brief

    Grandparents Willing to Help Out With College Savings

    High net worth grandparents willing to help pay for college, Schwab Advisor Services launches cybersecurity suite and Innovation Partners starts using Yodlee portal....More
  • Sep 20, 2016
    The Daily Brief

    New Fiduciary Training Program

    Fi360 created a new fiduciary rule training program, new study details how fintech is shaping wealth management and antimicrobial resistance could cause the next global financial crisis....More
  • Sep 19, 2016
    The Daily Brief

    Advisors Aware But Unprepared for Cyber Risks

    Advisors are aware of but unprepared for cybersecurity risks, Personal Capital passes $3 billion in AUM and a former advisor is suing the police after being falsely accused of bank robbery....More
  • Sep 16, 2016
    The Daily Brief

    Kids Introduce Parents to Fintech

    Kids teach their parents about fintech, Panoramix partners with Redtail and Nelly owes $2 million in back taxes....More
  • Sep 15, 2016
    The Daily Brief

    Todd Clarke to Lead New NorthStar Team

    NorthStar Financial adds national accounts team, DriveWealth partners with Invessence and librarian leaves life savings to UNH....More
  • Sep 14, 2016
    The Daily Brief

    Love, Money & Millennials

    Millennials love to talk about money, gender lens investing is on the rise and Stifel acquires City Financial Corp....More
  • Paris Hilton Nicole Ritchie friends
    Sep 13, 2016
    The Daily Brief

    The Wealth Transfer Has Already Begun

    The wealth transfer has started, saving makes people happier than spending and investors would use ETFs to replace other vehicles....More
  • state farm
    Sep 12, 2016
    The Daily Brief

    DOL Rule a Bad Neighbor for State Farm

    State Farm agents move away from financial advisory, an advisor is indicted for defrauding a former NBA star and more Americans plan to work through their traditional retirement years....More
  • Sep 9, 2016
    The Daily Brief

    More Important Than $1 Million

    Millionaire retirees don't see it as a big deal, Raymond James and Baird settle charges over wrap fee compliance issues and TCA adds fractional shares technology....More
  • Sep 8, 2016
    The Daily Brief

    The Most Charitable City in America

    Houston is the most charitable city in America, S&P to sell its equity and fund research business and FPA announces new member advocacy council....More
  • Sep 7, 2016
    The Daily Brief

    CFP Board Reaches 75,000 Certificants

    There are now more than 75,000 Certified Financial Planners, life insurance can help ease clients' financial burden and tips to keep clients from spending their savings....More
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