Morningstar App Brings Office, Advisor Workstation to iPad
Morningstar released a new app for the iPad on Wednesday to complement the desktop versions of Morningstar Office and Advisor Workstation.
Vanguard Boasts a Trillion Dollars Worth of Boredom and Counting
Martha King makes the non-excitement of Vanguard into a virtue at the Inside ETFs Conference.
RBC to Buy City National, Boost U.S. Wealth Operations
The U.S. operations of the Canadian bank currently include about 2,000 reps and $280 billion in assets.
More Focused, Less Frequent Marketing Gets Advisors’ Attention
Product providers’ efforts to reach financial advisors may be for naught if they don’t ease up on how often they’re communicating with them.
So You Want to Launch Your Own ETF?
With a strong idea, loyal clients or unique niche, today you could rightly say: “When I want to invest in an ETF, I launch one.”
Add Millennial Clients Before They Get Wealthy
“Advisors can’t wait until this next generation is wealthy before they start rolling out the red carpet,” TDAI's Tom Nally said.
Schwab Posts Record '14 Profits, Sales; New Client Assets Hit $124.8 Billion
Net income was up 23% for year to $1.3 billion on 11% rise in revenues to $6.1 billion; client assets up 10% to $2.46 trillion.
Raymond James Picks Up $1.3M Rep From UBS
Also, Stratos Wealth added two advisors near Columbus, Ohio.
Is a Single Advisor Dashboard Coming Your Way?
And is a single client portal in the offing as well? To get there, the Big Three advisor technology solutions must go beyond mere integration.
SEC’s Top Exam Priorities for 2015: Retirement Savers, Branch Offices
The regulator also will zero in on reps who offer "a variety" of fee arrangements.