Will Edward Jones’ New Ads Lure Experienced Advisors?
The firm wants to recruit more veteran advisors, but one recruiter says the idea that the print ad campaign will succeed is "laughable."
Why a Diluted Fiduciary Rule Is Bad for Advisors: Betterment, CFP Board
Betterment, CFP Board and Consumer Federation say that a watered-down rule could hurt not just investors but advisors, and they discuss what could happen next.
RIAs Now the Biggest Driver of ETF Asset Growth: Broadridge
A new report says fee-based RIAs have replaced institutional investors as the leading force behind the growing demand for ETFs.
What Clients Want, and What Advisors Think They Want
A new survey reveals several disconnects between the two.
Best Full-Service Investment Firms Ranked by Investors: J.D. Power — 2017
Overall satisfaction has risen across full-service broker-dealers, the survey finds, but robo-advisors present a clear threat.
Focus Financial Nabs $2.7B RIA; Raymond James Adds Wirehouse Rep: Recruiting Roundup
Meanwhile, U.S. Trust hires a philanthropic sales director and S2K brings on a due diligence executive.
CFP Board Launches Campaign to Attract Younger, More Diverse Advisors
The "I am a CFP Pro" campaign is intended to expand the advisor workforce to better reflect the population it serves.
JPMorgan Moves Ahead on Robo-Advisor, but Doesn’t Call It That
The bank refers to it as an “automated” advisor; CEO Dimon says the firm spent $600 million on fintech last year.
3 Steps to Offering Fiduciary-Friendly Rollover Advice
Financial advisors can proactively take these steps to help make the most of the rollover opportunity while preparing for potential changes in the future.
Raymond James Is Ready to Robo
The firm, which works with over 7,000 advisors, plans to launch its own robo advisor later this year.