Young Professionals: Demonstrating Initiative Above and Beyond
There are many ways young advisors can bring additional value to their firms, beyond what's in their job description.
LPL Defends $9M Fortigent Restructuring
The reorganization, whose cost includes $4.5 million in severance packages, will bring "innovation and efficiency" to LPL's HNW offerings, an executive said.
How Much Is an Advisor Worth? Eric Nelson Does the Math
When a prospect balks at paying advisory fees, Eric Nelson shows the value he adds — and what the absence of an advisor can cost.
Fidelity Merges Clearing and Custody Arms; Launches Tech Unit
The combination of National Financial and Fidelity Institutional Wealth Services is five years in the making. Fidelity Wealth Technologies will be led by Mike Durbin.
Finding Your Client’s Place on the Efficient Frontier
Modern Portfolio Theory plays a role in academic finance, but for Dave Basten of API Funds, MPT plays a unique role in investment practice.
10 Best Websites for Financial Advisors: 2015
Dalbar’s quarterly review reveals which fund company sites offer advisor-specific and easily accessible content.
Top Portfolio Products: T. Rowe Adds Bond Funds
Hennion & Walsh roll out a sustainable investing trust, and truIndependence introduces an RIA platform.
SEC’s Gallagher: 4 Things White House Fiduciary Memo Got Wrong
The White House memo supporting the DOL measure is "thinly veiled propaganda designed to generate support for a widely unpopular rulemaking," the SEC commissioner said.
LPL Beats Q4 Estimates, Tops 14,000 Reps
Earnings improved 9% on strong asset growth and RIA-related results, as well as lower compensation costs.
Want to Lure Millennials? Forget ‘Retirement Planning’
XY Planning Network co-founder Alan Moore, 27, talks with ThinkAdvisor about his generation, his monthly fee model, and why advisors should rethink "retirement."