Want Video? You Should, and Fidelity Wants to Help
Advisors who use Fidelity's custody or clearing services now have access to two kinds of assistance with video-making — and marketing to new clients.
Where Are the Departing UBS Reps Going?
The firm is shedding advisors, who are moving on to a variety of rivals and going independent.
Evensky: Fee-Only Advisors Face Annuity Dilemma
Fee-only pioneer Harold Evensky says fiduciary advisors will be obliged to recommend annuities — even if it means they won't get paid on those assets.
Banks Line Up for Dot-Bank Domain Names to Help Prevent Cyberattacks
The domain extension offers enhanced security features, including strong encryption and verification requirements.
New Hire Roundup: Ex-CBO Chief Elmendorf Back at Brookings
Meanwhile, Royal Alliance adds Quincy Group; MarketCounsel beefs up staff with three new lawyers.
Sen. Warren Reintroduces Bill to Restore Glass-Steagall
New poll results the same day found voters still want tougher rules for Wall Street five years after Dodd-Frank Act became law.
5 Ways Social Media Can Keep You in Front of Prospects, Clients
Social media can help your firm attract and retain customers as well as create a buzz about your products and services.
Dynasty Adds $3B Ex-Deutsche Team
The San Francisco-based group comes on board as an RIA serving entrepreneurs in Silicon Valley.
What Transparency Should Look Like
Bob Seawright asks: What if the financial advice industry were to truly free itself from "self-serving secrecy"?
What Makes an Advisor Blog Great?
Blogging can give a powerful boost to a financial advisor's career—if done right.