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.
Advent Launches New Platforms, Logo at Confab
Meanwhile, SunGard rolls out a portfolio management tool that lets advisors compare financial projections with actual performance.
Top Portfolio Products: Putnam Launches 6 New Funds
Other new products include new retirement share classes for seven of Neuberger Berman’s funds and an Islamic index series from Russell.
Advisors Beware: Silicon Valley’s Jemstep Targets Underserved Mass Affluent
For a fraction of brokers' fees, Jemstep offers buy/sell trade ideas for an individual’s 401(k), IRA and brokerage accounts.
High Flyin’: Revisiting the Hybrid Model With HighTower
A few years ago, I did some publishing consulting work for Elliot Weissbluth, the CEO of HighTower Advisors in Chicago.
Fidelity: Majority of Retirees Have Not Taken RMDs for 2012
It’s understandable why too many individuals of retirement age forget, delay or simply refuse to take their required minimum distributions.
Revolutionizing Advice, Pt. 2: Transforming the BD Advisor
The nature of the advice investors demand is changing, as are investors and advisors themselves. In the conclusion of this two-part series, how broker-dealers can transform their advisors to benefit from Advisor 2.0.
Tech Talk: Commonwealth, Raymond James Roll Out New Software Tools for Reps
The new programs focus on daily trading operations as well as financial planning, the firms say.
Fidelity, Schwab, Scottrade Wrestle With Facebook Fallout
NASDAQ now counts 30 million improperly executed shares.
Lifecycle Products Grew 8% in Q4 to $842 Billion
Target-date and target-risk products grew 5% in 2011 and 8% in fourth quarter, according to New York-based Strategic Insight.