From ‘Pedestrian’ to Personal: Giving Clients What Wirehouses Can’t
Cardan Capital, founded in part by ex-lawyers, broke away from Merrill and now helps women going through life transitions.
Amy Florian — Leading Through Loss: The 2017 IA 25
Amy Florian’s road to becoming an expert on grief and transition started with her own loss.
For DOL, Killing Fiduciary Rule Easier Said Than Done
Delaying the DOL fiduciary rule is not impossible but it might face legal challenges depending on how it's done.
Aflac Finally Follows Peers in Placing Wager on Private Equity
The company's chief investment officer wants to put 2.5% of the assets in growth investments.
FINRA Watching Falling Number of BDs, CEO Cook Says
At FINRA annual, Cook talks about FINRA360 and the odds that FINRA will seek to become an advisor SRO.
Fidelity Expands Managed Account Offering to Advisors, Recordkeepers
The offering is a personalized, customized solution for employee retirement accounts.
30 Best Paying College Majors: 2017
ThinkAdvisor whittled down PayScale’s starting salary rankings of 336 majors, which show science and math dominating.
New Retirement Center Focused on LGBTQ Patrons
It’s not Kansas, or even Oz, but “There’s No Place Like Home” is a “one-of-a-kind project for Houston and any other red state.”
College Majors May Not Be as Important as You Think
A study from Brookings' Hamilton Project found that the jobs graduates take as well as their gender, more than their majors, determine their earnings.
Who Were the Best Robo-Advisors in Q1?
The first quarter of 2017 was good to robo-advisors, but several firms stood out for top performance across investment categories.