Why the Wirehouses Hate the AUM Business Model
To me, the big question is why brokers continue to share their revenues with their broker-dealers.
2 Pitfalls to Avoid, 7 Tips to Optimize Your Tech Solutions
Do a full ROI analysis before you decide on new technology, but the after-purchase steps are just as important.
Envestnet Acquires Data Analytics Provider Wheelhouse Analytics
Wheelhouse Analytics is a provider of data analytics and mobile sales solution, and could help with DOL fiduciary compliance.
Top Portfolio Products: Envestnet Launches DOL Compliance Solution
The platform enhancement is designed to help advisors comply with the new rule as part of a "seamless wealth management process."
Raymond James Making Big Moves to Raise Number of Female Advisors
The head of the Network for Women Advisors lays out the company’s strategy during the 22nd annual Women’s Symposium.
Savant Capital Gains $50M Investment, Key Partners to Continue Growth
With the new capital, more employee owners and partners like Ron Carson, the Illinois-based RIA firm plans more acquisitions.
Top Portfolio Products: Actively Managed ETFs From TrimTabs, AdvisorShares, ProShares
The new ETFs target stocks with strong cash flow and high dividends, Korean equities, oil futures and a socially responsible money market equivalent.
5 Big Changes Advisors Should Make by Fiduciary Rule Deadline: AssetMark
As the April 10 deadline approaches, advisors should be taking these key actions to update their practices.
Home Automation: Gains in Efficiency but Risks Are Uncertain
The Internet of Things offers great promise but also some peril for your clients.
Who Do You Love: Employees or Clients? Tibergien
While serving clients with great care and attention defines your firm's mission, the health of your enterprise depends on employees.