10 Tech Trends That’ll Rattle the Advisory Industry
Attracting Gen X and Y clients will be vital as boomers retire, but these changes will make it a lot more challenging.
Top 20 Most Valuable Brands in the World: 2013
Interbrand, a brand consultancy firm, released its list of the top 100 global brands.
Advisor ex Machina: The Rise of Algorithm-Based Advice
Corporate Insight has released a preview of research expected to be published in October that examines the effect of online financial advice startups on the industry.
TDAI’s New Ad Campaign Winks at Fiduciary
The message is aimed at RIAs who value “putting people first and doing what’s right for investors.”
New Hire Roundup: James Hanna Joins Genworth; Morningstar CFO Departs
This week in new hires, Genworth hires a new CTO; Morningstar announced changes in its senior management; and FSI hired Kathryn Anderson and added 500 new advisor members.
Royal Alliance Adds Two Teams With $550 Mil in AUM
The independent broker-dealer in Advisor Group says it is reaching out to teams focused on aggressively growing their practices; grabs one big VA group from LPL; another from NPC.
Alternatives on the March: Bringing Private Vehicles to Public Space
The founders of CAIS saw the opportunity in the move to independence. They’re capitalizing on it with the first global alternative investment platform for advisors.
UBS Offers Big Help for Small Business
The program gives company owners one-on-one strategic financial and business advice and access to UBS senior executives, plus a smorgasbord of other UBS resources. Objective: new job creation.
Chinese Innovation to Fuel Global Competition: McKinsey
As innovation gains steam in China, the stakes are rising for domestic and multinational companies alike, reports McKinsey & Co. in the latest issue of its business journal.
LPL-AXA Extend Clearing Deal
The independent broker-dealer retains a key client in the custom-clearing space