Essential Advisor Kyle Imhof on Educating Clients
“A big part of our methodology and our mission is serving other people,” Imhof says.
Lucky 13? For These SMA Managers, Luck Had Nothing to Do With Their Success
Advisors want managers who stick to their investment process and perform as advertised, regardless of the market cycle.
Keep It Personal, Please
Bilbo Baggins famously announced that “Alas, eleventy-one years is far too short a time to live among such excellent and estimable hobbits!”
You Will Fall Down
I fell down the stairs recently. Actually, I fell down an escalator. Going down. Near the bottom.
A Look at Envestnet’s Leaders and Acquisitions
The human capital issue is one of the most challenging facing the advisor community
Envestnet's Jud Bergman on the Kasparov Principle
"Humans plus machines deliver better outcomes" than either alone, says the Envestnet CEO.
Envestnet Wants to Help Advisors Beat Robos at Their Own Game
Envestnet's integrated offerings allow advisors to offer a new model of advice based on clients' actual data and expectations.
Fidelity Names David Canter to Head RIA Channel
Fidelity’s practice management executive will replace departed Bob Oros; Matt Chisholm to assume Canter's duties in consulting and practice management.
Why Trump Advisor Scaramucci ‘Hates’ DOL Fiduciary Rule
At Pershing advisor meeting, an argument for keeping noncorrelated assets in clients’ retirement portfolios, and a warning on disinflation.
TD Ameritrade Cuts Trade Commissions to $6.95 in Latest Price War Salvo
One day after Fidelity cuts were matched by Schwab, TD trimmed online equity, ETF and options trading costs.