BlackRock’s FutureAdvisor Announces Another Partner for Its Robo-Advisor Platform
BlackRock’s FutureAdvisor platform is adding an automated investing option for clients of U.S. Bancorp Investments.
6 Ways Advisors Can Protect Against 401(k) Lawsuits
MarketCounsel CEO Brian Hamburger talks about how advisors can limit liability as the lawsuits against 401(k) and 403(b) plans proliferate.
Robo-Advice Boosting RIAs' Client Rosters: Report
Automated advice drove a 22.4% increase in the number of RIA clients, according to a report from IAA and NRS.
Focus Financial Files for ‘Confidential’ IPO: Report
An IPO by Focus “would provide retail investors with the best 'pure play' investment in the independent RIA space,” advisor M&A guru David DeVoe says.
Fidelity Launches Global Real Estate Fund; iSectors Adds Growth ETF
The Fidelity real estate fund launch is timed to coincide with a change in the S&P 500 that makes real estate a stand-alone sector.
The Future of Robo-Advice
As broker-dealers and asset managers adopt robo technology, pure-play robo-advisors will morph into offerings that also offer a human touch.
The Fidelity Guide to Attracting and Retaining More Millionaires
“The rich are different from you and me,” F. Scott Fitzgerald once famously commented to Ernest Hemingway, to which the Nobel Prize winning author reportedly replied, “Yes, they have more money.”
DOL Rule: Is That All There Is?
The redefinition of the term “fiduciary” by the DOL was treated by some in the industry as tantamount to the second coming of Christ.
Advocating for Change
As the next generation of our profession, we are stepping into organizations that have established cultures and business practices.
DOL Fiduciary Rule Hits BDs’ IT Budgets, Product Lines
“Broker-dealers have to make a lot of very difficult, and in some cases expensive, decisions,” ERISA lawyer Fred Reish says.