Morgan Stanley Undercuts Rivals With Robo
Targeting younger investors, Morgan Stanley has launched its online platform, Access Investing, with an annual fee below that of wirehouse rivals.
SIFMA, Others to Regulators: No New Cybersecurity Rules Needed
“(T)he volume of regulations ... are sometimes overlapping, duplicative and conflicting,” says SIFMA President and CEO Kenneth Bentsen.
How to Be a Marketing Fiduciary in 3 Areas of Your Practice
The way an advisor markets his firm can touch every aspect of his business, leaving clients and prospects alike feeling either valued or not.
Morningstar Unveils Cloud Platform Integrating Client Data and Research
The new software, announced at Schwab Impact, has been in beta for the past few months and will be rolled out in the first quarter.
What 6 Top BD Insiders Divulge About Fintech Trends
Six BD leaders gave Investment Advisor their take on the year’s biggest fintech news, their thoughts on what's to come and their favorite tech tools.
Carson, Duran, Kitces on the Biggest Tech Stories of 2017 (and Beyond)
Six industry leaders gave Investment Advisor their take on the year’s biggest fintech news, their thoughts on what's to come and their favorite tech tools.
Wealthy Families, Target of Cybercrime, Lack Proper Defenses, Report Shows
Many families fail to audit their publicly available information, shows global report by Campden Wealth and Schillings.
UBS Exits Protocol, Creating ‘New World’ for Advisors, Clients
The departure will impact reps and clients, says Danny Sarch, though Mark Elzweig sees things differently.
Opening Up on Fintech
Leaders sound off on the latest technology, Equifax breach and more.
PayPal Enters the Robo-Advisory Business
The electronics payment firm has announced a new partnership with Acorns, the micro robo-advisory firm.