4 Ways Robo-Advisors Improve Client Onboarding
A recent report by Corporate Insight examined the client onboarding process at several leading digital advice platforms.
Will AdvisorBid Become the ‘Facebook’ of Wealth Management?
The online marketplace has 1,300 active advisors with profiles.
SEC Issues FAQs Guidance on Form ADV
The SEC addresses issues with cross-border investment managers.
Health Care Costs to Swamp Social Security COLAs: HealthView Study
HealthView Services projects that retirees’ health care costs will more than double projected increase in Social Security COLAs.
How Should CFP Board Raise Its Standards?
The CFP Board announced Tuesday that it will release a draft of proposed changes to its Standards of Professional Conduct on June 20.
Commitment Issues: Your Business’ Plan B Should Be Plan A
Do you want your wife or husband to have a Plan B? Of course you don’t.
Merrill Lynch Nabs $628M Morgan Stanley Team: Recruiting Roundup
Meanwhile, a large hybrid-RIA recruits an executive from Fidelity Investments’ Clearing & Custody Services business.
Crunch Time Part II: CFP Board’s ‘D-Day’
If the CFP Board doesn’t get planners on the right side of the fiduciary issue right quick, it risks marginalizing the entire profession.
RIAs Add Services Without Raising Fees: Schwab Advisor Study
In an effort to stand out, nearly half of advisors are bowing to this kind of fee pressure, Schwab's Bernie Clark says.
CFP Board Announces Release Date for Draft of New Standards
Advisors will have 60 days to comment on proposed changes to the Board’s Standards of Professional Conduct.