Schwab’s chief technology officer predicts financial services firms will connect to the “rewired” investor with chat bots, virtual reality and machine learning, and that “we’re going to move past investment management...
Over a dozen executives from national asset management firms, including BlackRock, Legg Mason, Eaton Vance, T. Rowe Price and State Street gathered on the afternoon of Sept. 29 in Manhattan to discuss the changes and...
This is a quick note to thank all of the attendees who came out for our WealthManagement.com Industry Awards program in late September.
The awards seek to recognize firms with specific initiatives that help financ...
Just when advisors are absorbing the need to implement ERISA-level fiduciary standards for retirement accounts, there is another regulatory challenge coming down the pike...
Harris Gignilliat, an advisor with UBS Institutional Consulting, said he has noticed a trend among some plan sponsors: blaming the employee, or even the advisor, for low 401(k) participation rates, even when the...
It turns out advisors are more far complacent than their clients.
As plan sponsors and retirement committees get more sophisticated, they have plenty of opportunities to change advisory relationships, according to...