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 introduce an eLearning Exchange, an on...
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 assessment, which is integrated cli...
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 retirees are surprised by their post...
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 need an 8.5 percent annual re...
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The Financial Services Institute, the member association for independent financial advisors and independent broker/dealers, represents about 167,000 independent advisors and 100 IBDs nationwide. A new FSI st...
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 Motif’s baskets of securities...
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 anything, they want to feel confiden...
"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, is the world’s first automat...
Watch for the shift. | Copyright Scott Olson, Getty Images
Discount brokerages like Charles Schwab and E*Trade can compete with the full-service players on value and price, but a foray into the advice segment will be key, says Morgan Stanley a...
They believe in unicorns.
The mutual fund industry is taking on a bigger role in Silicon Valley—and some venture capitalists aren’t happy about it. Fidelity currently holds stakes in 24 unicorn startups—those with $1 billion or more valuation...
