Contributions to Fidelity Charitable, the custodian and discount brokerage’s donor advised fund, hit a record of nearly $2.9 billion last year, the fund says. And the influence of financial advisors in managing their clients’ money appears to be...
Much of the talk at the Financial Services Institute’s OneVoice 2012 conference in Orlando is about the challenge independent broker/dealers face by allowing advisors to have their own registered investment advisor. During a Tuesday panel session...
When families start looking to pay for college, some put their hopes in private scholarships – there are an estimated 1.5 million private scholarships out there, though how many are awarded annually is difficult to track. But only in a handful of...
A top institutional and family wealth advisor from Morgan Stanley Smith Barney has joined HighTower, the Chicago-based national registered investment advisor, providing the RIA with a foothold in the Southwest. James Pupillo, 54, managed $2.5...
A majority of advisors are marketing themselves as financial “planners,” even though they really don’t provide comprehensive planning services, according to a recent Cerulli Associates report. By adopting the nomenclature, they are hoping they can...
Margin pressure, upheaval in advisory business models, lack of certainty in the market – most of the current trends in the wealth management industry can be traced back to the global financial crisis in 2008. Three years after the world fell apart...
Plan ahead to avoid these traps and transition your practice.
Where art thou, mine lifetime income investment?
Charles Schwab Corp. is still leading the race for advisor assets, but a muddled economic recovery is taking the steam out of its stride...
