Can an Algorithm Assess Investors’ Complex Financial Needs?
“The future of financial advice is bionic,” CEO David Siegel of Investopedia said.
Moody’s Turns Negative on Outlook for Global Asset Managers
Business conditions for asset managers are at an "all-time low," says Moody’s Managing Director Marc Pinto.
CANNEX Brings Greater Transparency to Annuity Market: Top Portfolio Products
In other product news, Invesco and iShares expand their ETF lineups.
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.
Anthony Iannarino: How to Win Clients and Influence Prospects
Sales guru Anthony Iannarino talks to ThinkAdvisor about how advisors can be effective salespeople. (For one thing, pick up the phone.)
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.
Financial Planners Play Therapist to Paralyzed Liberals
Post-election, advisors find themselves playing political therapists for distraught progressive clients, coaxing them to stick to investment plans.
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.
How Wealthy Americans Spend Their Money in These 14 Categories
A Spectrem study finds some spend more than $100,000 on everyday and luxury items.
Wells Fargo Pushes to Settle Claims Over Fake Accounts via Arbitration
Customers are suing the bank for millions plus punitive damages.