Why RIAs and IBDs Favor ETFs Over Actively Managed Funds 4 to 1
The increased flows into ETFs are due to many factors including the DOL fiduciary rule.
Which Robo-Advisors Are Best? To Find Out, an RIA Invests in Them
Condor Capital, a New Jersey-based RIA, invested in about a dozen robo-advisors to measure their comparable performance.
Citizens Financial to Start Robo-Advisory Platform With SigFig
The Royal Bank of Scotland is partnering with SigFig to launch a robo-advisor platform next year.
A Trump Repeal of the DOL Fiduciary Rule? Not So Fast
Advisors and broker-dealers on a Nasdaq-sponsored panel recommend that advisors not count on a repeal of the rule anytime soon.
Financial Services Explained, Pt. 3: The Levels of Independent Advice
In this post in our series, an explanation of the different affiliation models of professional advice-givers, aka advisors.
In DOL/Post-DOL Fiduciary World, RIAs Need to Re-Differentiate
How RIAs should respond to what's likely to be a new wave of deregulation.
Financial Advisors Voted Overwhelmingly for Trump: FSI Poll
Financial advisors favored Trump over Clinton by a ratio of more than 3 to 1, according to a post-elction poll from FSI.
Meir Statman: What ‘Normal People’ Really Want From Advisors
Professor Statman talks about next-gen behavioral finance, how to manage clients’ well-being and why annuities can “emit the smell of death.”
Top 10 Firms Fee-Based Advisors Are Most Loyal To: Cogent Reports
Mutual fund firms with strongest advisor loyalty are “much less likely to be dropped.”
The Fundamental Things Apply
Presidential contenders often temper their policies once in the Oval Office, a trend we’re already seeing with Mr. Trump.