More Focused, Less Frequent Marketing Gets Advisors’ Attention
Product providers’ efforts to reach financial advisors may be for naught if they don’t ease up on how often they’re communicating with them.
BrightScope’s AdviceMatch Connects Clients With Advisors, Robos
BrightScope has launched a new product, AdviceMatch, that helps consumers determine whether a human advisor or an online platform is a better fit for them.
Stop Checking Your Retirement Portfolio So Often: Columbia Study
To improve returns, advisors should help retirement clients build an appropriate portfolio and then "encourage them to be inattentive," a Columbia professor says.
Cangrade, Advisors Ahead Join Forces on Pre-Hire Screening Software
The software, Cangrade NextGen Insights, will allow Advisors Ahead to gauge how well a candidate will fit in.
Fidelity App Makes Picking Stocks Like Picking a Restaurant
Fidelity has updated its iPhone, iPad and Android apps to allow investors to use the GPS on their phones to locate investment opportunities nearby.
Tackling the Millennial Advisor Recruiting Problem
Young advisors may be prone to burnout, but the bigger problem is that they're not showing up in the first place, AssetMark’s Matt Matrisian says.
96% of Financial Pros Say Industry Has a Trust Problem
Most of the professionals in a CFA Institute survey say the biggest share of blame lies with firms' culture.
CFP Board Launches Advisor Career Center
The CFP Board has launched a career center to serve firms seeking new talent and workers seeking new positions.
Top 18 Fund Managers of 2014: Morningstar
Vanguard and JPMorgan grabbed the most nominations for Morningstar's annual U.S. Fund Manager of the Year awards.
Millennials Heavy on Stocks Despite Risk Aversion
Investors in general are allocated heavily to stocks, but millennials in particular are overweight equities, according to ICI and EBRI.