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Are Americans Really Over-Leveraged?
Are Americans Really Over-Leveraged?
Oct 11, 2016
While many studies signal a growing debt crisis in America, a new survey of nearly 3,000 U.S. adults indicates that Americans’ debt may not be as big a problem as you’d think. A recent GOBankingRates.com survey fou...
robots
Fortify Your Workforce for the Future
Oct 10, 2016
PricewaterhouseCoopers predicts major changes coming to the financial services industry by 2020, especially in the makeup of a firm’s workforce and how it is recruited, organized and compensated. With automation ...
Fidelity Advisors to Get Ron Carson’s Coaching
Fidelity Advisors to Get Ron Carson’s Coaching
Oct 07, 2016
Coach 'em up. Fidelity Clearing & Custody Solutions is partnering with Ron Carson’s coaching firm, Peak Advisor Alliance, to provide coaching and peer learning opportunities to its advisors. Fidelity will introduc...
DOL building
More DOL Compliance Help
Oct 06, 2016
Help is available.​ Envestnet is the latest firm to create tools to help advisors comply with the Department of Labor’s fiduciary rule, which takes effect next April. The firm’s tools include a best interest asses...
Social Security Surprise
Social Security Surprise
Oct 05, 2016
Live long and prosper. | Copyright Oli Scarff, Getty Images Because women have a longer life expectancy than men, they spend more time in retirement and have to stretch their savings longer. But many female retire...
stock market glasses
Unrealistic Expectations
Oct 04, 2016
The prolonged bull market has created unreasonable expectations among U.S. investors, and it could be eating into their savings. According to new research from Natixis Global Asset Management, investors now...
The Economic Impact of FSI Members
The Economic Impact of FSI Members
Oct 03, 2016
Copyright Andrew Burton, Getty Images The Financial Services Institute, the member association for independent financial advisors and independent broker/dealers, represents about 167,000 independent advisors and 100...
motif app
Motif Launches Investing Subscription Service
Sep 30, 2016
Motif, the online broker that offers thematic investing, is launching Motif BLUE, a subscription service it describes as “Spotify meets investing.” For $5 per month, investors can do unlimited trading with one of...
Investors Want to Feel Confident With Digital Investing
Investors Want to Feel Confident With Digital Investing
Sep 29, 2016
According to E*Trade’s latest quarterly study of investors, “ease of use” is the biggest driver of customer satisfaction with online investing tools. Two out of three investors surveyed said that more than anythi...
New Robo Targets Muslim Investors
New Robo Targets Muslim Investors
Sep 28, 2016
"Halal portfolio management." | Copyright Sean Gallup, Getty Images A new robo advisor is targeting Muslim investors with access to what it calls “halal portfolio management.” Wahed Invest says its platform, Wahed...
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