TD Ameritrade Goes Its Own Way on Robo-Advisors, With a Twist
Custodian offers resources for RIAs to build or choose a robo-provider, but Tom Nally urges advisors to consider matching services with fees.
Junxure Enhances Its Cloud CRM
Enhanced version of Junxure Cloud CRM features new user experience, additional integrations and new pricing. On the way: benchmarking.
Big Reg Charge Slashes LPL’s Q3 Earnings Forecast
One analyst says LPL's "inability to guide effectively on expenses," particularly regulatory ones, is a "recurring problem."
Commonwealth Financial’s McMillan Still Sees 4 Economic Green Lights
Yes, the market is overvalued and recent volatility bears watching, but this IBD’s CIO says it’s important to remember why we invest in stocks.
Betterment Allies With Fidelity to Launch Betterment Institutional for Advisors
Platform promises robo-advisor tools and efficiency to allow advisors to serve current clients and attract prospects; will be a practice management option for Fidelity RIAs.
IRI Elects LPL’s Moore Board Chairman
New IRI Board members include Larry Roth of Cetera, Erica McGinnis of AIG Advisor Group and George Riedel of USIS.
Tackling the Retirement Income Challenge With Innovation
Four experts at the IRI conference addressed the issue of retirement income planning — and the nuances of retirement distributions.
Insurance: The ‘Putter’ in the Retirement Golf Bag
“You drive for show but putt for dough,” AXA executive Nick Lane said during an IRI panel, painting insurance as an essential retirement funding tool.
Why Insurance Industry Is Crucial for Americans: Dennis Glass
Speaking at IRI conference, Lincoln Financial Distributors’ CEO says the retirement readiness gap provides a big opportunity for the industry.
GOP May Take Senate, but No End to DC Dysfunction: Political Pundits
Inside-the-Beltway political 'handicappers' Stuart Rothenberg and Charlie Cook tell IRI crowd not to expect tax reform even if Republicans take control of the Senate.