Lesson Learned: One New Piece of Tech at a Time
Goal: Add software to become more efficient. Challenge: Adding more than one at a time can slow you down.
The Case Against Fee Disclosure: Good Idea; Bad Timing
Should RIAs increase fee disclosures to clients? It's a good idea, but considering the brokerage industry's marketing expertise, now may not be the right time.
New Hire Roundup: CFPB Names Antonakes Deputy Director
Justin Frys became a branch manager for Zeigler in Minnesota, and Chad Parks joined Beacon Research as sales director.
Advisors Flocking to Social Media, but Still Misunderstanding Clients
Advisors view social media as an increasingly important tool to engage clients. At the same time, they significantly overestimate clients’ investment savvy and risk appetite.
Boomers Will Have $22T in Retirement Assets by 2020
Investable retirement assets among Americans over 55 are expected to reach $22 trillion by 2020, according to LIMRA.
Less-Trusting Millennial Investors Pose Challenge to Advisors
Millennial investors have emerged from two boom-and-bust cycles more conservative about investing and more skeptical of financial advice than older generations, according to an Accenture survey.
LPL Trust Unit Aims to Boost Sales, Hires
The Cleveland-based Private Trust Co. has added two executives and plans to work more with independent advisors affiliated with LPL.
Raymond James Women Welcome Morgan Keegan, Other Advisors
RJ's 18th annual Women’s Symposium kickoff made it clear to women advisors from the newly acquired Morgan Keegan that they are a welcome addition.
Retirement in a Yield-Free World
Estimating a retirement income strategy requires a few assumptions including the expected return on invested assets.
New Hire Roundup: TD Ameritrade Institutional Welcomes Gaze
This week in new hires, Christine Gaze joined TD Ameritrade Institutional, Robert Bernstein went to Windham Capital and Raymond James confirmed the appointment of John Carson as president of its board.