Advisors Continue to Get New Business From Social Media: Poll
Forty-six percent of advisors acquired business this year via social media, up from 43% last year, says American Century.
Nuveen Adds Real Estate Allocation to TDF Series: Portfolio Products
In other product news, VictoryShares launches Dividend Accelerator ETF.
Raymond James to Buy $27B Asset Managers
Scout Investments and Reams will join Carillon Tower Advisers, which recently expanded its sales and distribution team.
World’s Best Cities to Launch a Fintech Firm: Deloitte Report
Deloitte published in April an interim report on behalf of the Global FinTech Hubs Federation that measures the fintech environment in 44 cities.
4 Cool Fintech Tools Coming Out of NY Tech Day
This year’s NY TechDay brought in more than 575 startups, including several fintech influencers.
Will Robo-Advisors Be Terminated?
The once great disrupters seem to have met their limitations. What should advisors expect from this technology now?
How Wealth Managers Can Identify the Right Cloud Technology
Although cloud computing is fast becoming the norm in IT, many people still have trouble defining “the cloud.”
What to Make of Merrill's Reorg, New Ads
Is Merrill Lynch — now led by Andy Sieg — wrestling with issues tied to the DOL's new fiduciary rule?
Balance Is Key to Advisor Tech, Client Service: Kitces
Financial planning, not client psychology or portfolio construction, are the true value-adds for advisors, Michael Kitces says.
JPMorgan Launches Digital Model Portfolios: Tech Roundup
JPMorgan announced on Tuesday that it has partnered with wealth management technology platform GeoWealth to give RIAs access to digital model portfolios.