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Years ago, the branding tool of choice for financial advisors was the brochure. This static piece of glossy collateral usually required a fairly substantial investment, but its branding value has been on a serious downward trend for well over a...
The backlash begins. | danielskorodyelov/iStock/Thinkstock
Smart beta has gone from contrarian to mainstream - just ask Research Affiliates' Rob Arnott, winner of the 2015 Wealth Management Madness bracket tournament - but how smart is it...
Robos are for everyone. | pxel66/iStock/Thinkstock
A majority of high-net-worth investors feel confident about the U.S economy, with about a quarter saying they’re confident enough to explore online financial advice tools. While wealthy m...
While securities regulators say self-reporting offenses and cooperating with authorities may help advisors and firms get off easier, industry lawyers say there are negative consequences, including reputational damage and costly internal...