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Who owns your data and how are they using it? Other industries are already struggling to answer these questions, but technology executives at the MarketCounsel Summit said Wednesday that this will become an area of focus in...
In-person meetings will continue to the be the dominant way advisors communicate with their clients in 10 years, according to SEI's 2025 prediction survey, with 58 percent of advisors saying that will remain their top way to work with...
Despite sustained AUM and revenue growth at many financial services firms, wealth managers are feeling competitive pressures. In fact, fifty-eight percent of senior executives in the wealth and asset management industries said they are feeling...
It's not for everyone. | Copyright Sean Gallup, Getty Images
Yes, there is a shortfall in retirement savings, but a recent Blackrock investor poll suggests many aren't aware of it. More than seven in ten investors expect to be able to trav...
The target demographic. | Copyright Cindy Ord, Getty Images
Credit Suisse appears to be exploring the possibility of creating an invitation-only social network for high-net-worth individuals, presumably with the intention of appealing to h...
Members of Congress on Wednesday criticized the Department of Labor’s support of so-called robo advisors, saying the online automatic investment tools were not an acceptable alternative to face-to-face interactions...
When Morningstar announced plans in October to acquire the automated portfolio rebalancing tool Total Rebalance Expert from creator Sheryl Rowling, some users worried if it spelled the end of Total Portfolio Expert (tPx), a portfolio...
Don't worry, it doesn't need to be signed by mom.
Your clients have a new tool to check up on you. On GradeMyAdvisor.com, investors create a free profile and enter their investment portfolio and their advisor. The information is secure, t...
In the race to compete with low-cost, online algorithm-based investing services, financial advisers are constantly bombarded by sales pitches about the latest and greatest in financial technology...
