Show Me the Money: Taking the Fiduciary Debate to the Bottom Line
Part of acting in a client’s best interest is that the adviser must consider the “cost” of the recommended investments.
Advisors, Plan Sponsors Out of Sync in DC Plan Space
Wells Fargo Asset Management compared its survey advisors to a previous one of plan sponsors to discover the gaps.
These Millennial Advisors Are Killing It With Younger Clients
Under the radar, this youngest generation of advisors has created an entirely new advisory business model, designed to work with clients who are millennials themselves.
TD Ameritrade Emphasizes ‘NextGen’ Commitment With New Exec-Level Position
TD Ameritrade named Kate Healy as “Managing Director of Generation Next” and announced its NextGen scholarship winners.
IndexIQ Lowers Fees for 3 Currency-Hedged ETFs: Portfolio Products
Also, OppenheimerFunds and Direxion add ETFs; Harvest and Foundation Source launch continuing ed programs.
How RIAs Are Growing Assets as More Clients Withdraw Them
Jon Beatty of Schwab Advisor Services tells ThinkAdvisor what sets the fastest growing firms apart.
6 Ways to Mitigate Political Risk in Portfolios
A Wells Fargo report suggests specific steps that could help manage a portfolio’s potential exposure to negative political surprises.
Chasing HENRY, the Hottest New Prospect
Advisor David Edwards tells ThinkAdvisor how his firm attracts and serves clients who are "High Earners, Not Rich Yet."
‘Just Say No’ to CFP Board’s New Standards
There are two reasons why the new standards are not in the best interest of CFP certificants or the public.
High Profit Margins or High Growth: Choose One
Firms that focus too much on profit margins in order to bring home more income now cut off opportunities to grow their firms.