What the Facebook-WhatsApp Deal Means for Advisors
In the new world order driven by technology, advisors and broker-dealers have to adapt quickly to keep up with clients — and rivals, experts say.
New Hire Roundup: Murphy, Fredrickson Move Up at SEC
Meanwhile, Arbor Point Advisors added Jeffrey Schmaltz and Justin Neuberg joined Convergence Investment Partners.
Securities America Hybrid RIA Platform Adds Sales Director
Hybrid-advisor platform Arbor Point names Jeffrey Schmaltz a sales director; a former Edward Jones rep discusses how to navigate the tough road to independence.
5 Messy Financial Firm Breakups—and One Keeping Mum
Sometimes being No. 2, or even No. 1, doesn't guarantee a future with the company.
Top Portfolio Products: iShares Introduces Currency-Hedged ETFs
WisdomTree launches floating-rate Treasury ETF, while Direxion rolls out an MLP high-income product.
4 Steps Advisors Need to Take to Succeed on Social Media
Social business is no longer optional for advisors; it’s mandatory. Here's how to get the best return on your social media investment.
Top 10 IRA Rollover Destinations
Affluent investors are expected to roll over about $280 billion into IRAs this year. Where is that money going?
Obama Offering Retirement Savings Plan for Workers
President Barack Obama offered more Americans the chance to save for retirement through payroll deductions with a plan for new government-sponsored savings accounts.
Johnson to Pick a Fidelity Veteran to Replace O’Hanley
President Abigail Johnson has told employees that asset management head Ronald O’Hanley will be replaced by an internal successor.
Cut Out Wolves of Wall Street With These Dirt-Cheap ETFs
Using ETFs like the Schwab U.S. Broad Market and others, you get to keep nearly every dollar of your investment.