Wells Fargo Brand Still Tainted, Hurting Reps & Recruiting
Tuesday's $110 million settlement over fake accounts doesn't mean the fallout for its advisors is going away anytime soon, says a top recruiter.
Rise of the Robo-Advisor Machines: Are They Really Advisors?
Computers can be cheaper, faster and more convenient, but that’s not always better. And I think most people know this.
United Capital’s FinLife Partners Reaches $3B in Less Than a Year
The wealth management operating system is an answer to consumers' desire to have digitized financial services.
Salesforce Announces AI-Driven Enhancement for CRM
Salesforce’s targeted CRM for financial services firms has new artificial intelligence and natural language processing capabilities.
EMoney Launches Enterprise Division
EMoney Advisor has launched a new division to provide support and products specifically for enterprise clients.
Wells Fargo Gives More Details on Robo Service
The program has a minimum investment of $10,000 and a yearly cost of 50 basis points, which includes phone-based financial advisor support.
Is Your Technology Working Against You?
Technology is meant to simplify an advisor's business, but when Mike Damas set up his independent RIA firm, he found it was doing the opposite.
Lipper Names Top Fund Managers of 2017
A variety of groups top the overall categories, but two groups dominate in target date allocation.
Hearsay Launches AI-Powered Compliance Platform: Tech Roundup
Hearsay has enhanced its enterprise compliance platform to use predictive analytics to separate actual compliance risks from false alarms.
Raymond James Names New Head of Financial Institutions Group
The group has 725 independent advisors based in more than 200 banks and credit unions.