Want Video? You Should, and Fidelity Wants to Help
Advisors who use Fidelity's custody or clearing services now have access to two kinds of assistance with video-making — and marketing to new clients.
Where Are the Departing UBS Reps Going?
The firm is shedding advisors, who are moving on to a variety of rivals and going independent.
Plunge in Consumer Confidence Exposes Risk for U.S. Economy
Americans are growing concerned that this is about as good as it gets.
Judge Says CFP Board ‘Followed Its Own Rules’ in Disciplining Camardas
The judge in the Camardas' case against the CFP Board has just unsealed the opinion.
Lawmakers Ask DOL to Start Over on Fiduciary Rule
“We feel it is in the interest of our constituents that the DOL repropose this fiduciary regulation,” lawmakers tell Labor’s Thomas Perez.
Financial Anxiety Hurting Servicemembers’ Health
First Command Financial Services finds 71% of middle-class military families have suffered a health issue in the last year commonly related to financial anxiety.
Top 10 Worst-Funded State Pensions: 2015
Pew data shows which states’ public workers are in the worst shape for retirement.
UBS Americas Cites Higher Regulatory Costs for Q2 Wealth Profit Drop
Yearly fees and commissions per advisor top rivals at $1.12 million; average assets per rep stand at $150 million.
Evensky: Fee-Only Advisors Face Annuity Dilemma
Fee-only pioneer Harold Evensky says fiduciary advisors will be obliged to recommend annuities — even if it means they won't get paid on those assets.
Koesterich, Doll Watch Corporate Revenues After Tough Week for Stocks
China's stock swoon got the headlines, but in a big week for economic signals, Russ Koesterich and Bob Doll's concerns are closer to home.