Advisors, Staffers Unhappy With Pay: FPA Study
Only about a quarter of advisory firm employees are satisfied with their pay, and about a quarter plan to change jobs soon, the study found.
Robo-Advisors a Potential Threat but Coexistence Is Possible: Survey
Advisors are "not sure if robo-advisors are their enemy, friend or frenemy," says Todd Clarke, CEO of CLS Investments.
Honoring SMA Managers Who Shine in Rainy and Sunny Times
Finalists for the 11th annual SMA Managers of the Year awards are listed here; winners will be announced at Envestnet Advisor Summit in May.
Herbers, Luke Rebrand as Kaleido
Following 2014 merger, the company will put "all practice management help under one roof" for advisors.
New Hire Roundup: McGinness Joins Envestnet as Managing Director
Meanwhile, Behringer announced that Robert Aisner will transition from his position as CEO and president to become chairman.
Envestnet’s 2015 Advisor Summit Makes Clients the Focus
Coach K, Duke University’s legendary basketball coach, is one of many special guests at this year’s upcoming Envestnet Advisor Summit.
Ameriprise Earnings Disappoint but Assets Under Management Grow
Advisor fees and commissions at Ameriprise rose 11% to $505,000 per capita.
Advisors Leaning More on Product Providers’ Mobile Sites
New report offers perspective on what advisors want—and often don’t get.
Rogoff: This Time Is Not Different (That’s a Good Thing)
Economic historian Ken Rogoff says pessimists are wrong to assume that "this time is different" and that we’re heading into an era of secular stagnation.
IRS Ripped at Hearing Over Service Cuts to Taxpayers
The IRS commissioner countered that budget cuts had constrained the agency's capacity to help taxpayers during filing season.