3 Ways to Attract and Retain Talented Advisors
Firms that don't provide incentives for talented advisors to stay are at risk of losing them, according to Schwab's 2014 RIA Benchmarking Study.
3 Tips to Avoid Social Media Compliance Problems
No matter what social media platform advisors use, here are some important tips for staying compliant.
Skipping Social Security Advice Equals Missed Opportunity for Advisors
There is rising demand for Social Security guidance, but only a small percentage of advisors are reaping the benefits of offering it, new research says.
Women Less Likely Than Men to Use Mentoring Programs: Edward Jones
Women are becoming bigger players in the financial industry, but there is still a gender gap when it comes to career advancement.
WBI Investments Launches 10 ETFs, Attracts $1 Billion-Plus in Assets
WBI’s Don Schreiber says actively managed ETFs are the “next frontier” for ETF growth.
NextCapital Launches 'Digital Advisor' for 401(k)s
NextCapital Group has launched a digital platform that will help advisors bring managed accounts to 401(k) participants.
Annuity Sales Hit 3-Year High: IRI
Citing Beacon Research and Morningstar, IRI said both fixed and variable annuities had the highest sales in three years.
Roll-Up Firms Biggest RIA Buyers in First Half of 2014
The pace of advisor M&A deals remained fairly steady, according to research by Schwab Advisor Services.
Student Debt Bubble Worries Are Overblown: PIMCO
Pent-up demand for housing, along with the higher wages of college grads, will boost the economy in the long term, PIMCO analysts say.
Lawyer Charged With Bilking Client, 90, to Fund Cat Litter Box Invention
California attorney Delbert Modlin is charged with persuading a 90-year-old man to liquidate his assets and invest the $120,000 proceeds into an improved litter box.