Technology and Wealth: The New Wealth Manager
When Charles Schwab introduced the retail version of its robo-advice offering in early March, Executive Vice President Naureen Hassan said the company had received 28,000 inquiries on the offering, Schwab Intelligent Portfolios, since it was announced last fall.
Wealth Managers Must Be High-Tech and High-Touch
Many robo-advisors are aimed at younger, mass affluent investors. But boomers and high-net-worth clients like tech tools, too.
How to Take Over a $1 Billion Practice
The anatomy of a high-stakes Morgan Stanley practice acquisition.
Three Myths About Liquid Alts
A recent Aite Group study looks at major misconceptions regarding liquid alternative funds.
Advisor M&A, the Alpha Way
What separates the best from the rest is of particular concern to advisors seeking to extract value from the practices they've devoted their careers to.
Dead to Rights: Insurers Struggle to Award Beneficiaries
When insurance agents were personally acquainted with their customers, it was fairly simple to be sure death benefits were paid. Now, not so much.
3 Key Concepts Advisors Need to Thrive as Business Owners
SEI white paper uncovers the “three I’s” that lead to long-term success as a business owner.
Alphabet Soup Decoded
It is obvious to financial advisors and wealth managers that our profession has grown incredibly complex. IMCA is part of the solution
RIAs Again Fastest-Growing Channel in Wealth Management
The industry as a whole has finally returned to its pre-crisis asset levels, Aite Group found.
Debunk Redux: Fiduciary Was Good for Brokers the First Time, Too
What happened to brokerage accounts following the FPA’s victory against the SEC in 2007 over the 'Merrill Rule' reveals as much about the brokerage industry as it does about the effects of a fiduciary standard.