See the latest on the Wealth Management Industry including M&A activity, diversity and inclusion and RIA updates.
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The fees associated with 401(k) plans are falling, according to a new study by BrightScope Inc. and the Investment Company Institute.
Looking at plans that existed from 2009 to 2012, the total costs decreased on average by around 10 basis points...
HighTower continued its West Coast expansion Monday by adding Doug Conklin, a senior financial advisor and senior vice president of wealth management from Merrill Lynch, to Sacramento, Calif.-based Ezzell Group, a member of the HighTower Network...
Even after the volatility in October and worries about a coming market correction, the majority of advisors believe the bull market will continue in 2015...
The Securities Industry and Financial Markets Association is standing by its opposition to the Financial Industry Regulatory Authority’s proposed Comprehensive Automated Risk Data System rule, saying at a media briefing Thursday it will use...
Contrary to the prevailing belief in this industry that it pays to focus on a niche market, investors actually prefer to work with an advisor who can discuss all areas of their life, a recent survey by the Certified Financial Planner Board of Sta...
Bill Gross' behavior during his appearance at the Morningstar conference concerned PIMCO executives.
Much has been written about Bill Gross and his departure from the firm he founded 40 years ago. Now, Bloomberg does a deep dive into the dra...
Fidelity’s custody and clearing unit is teaming up with online advice platform LearnVest to help advisors “digitize their practices.” Advisors and their clients will have access to LearnVest's financial wellness microsite and preferred pricing ...
YouTube has become a critical part of every brand’s marketing strategy, and now mutual fund companies are uploading to Google’s video streaming website...