The Price of Independence
What do you mean by independent? Using vague language makes it difficult for consumers to tell the difference between a zebra and a horse.
Expat Groups Rage Against FATCA, Election-Season Style
In a poll by deVere Group, nearly half of U.S. expats said they'd vote for a presidential candidate who promised to repeal FATCA.
Wirehouses Lead Growth in Alternative Assets: MMI
MMI report attributes the rapid growth in wirehouse-associated alternative investments to goals-based wealth management, simpler terminology and managed solutions programs.
Some RCAP Sales Agreements Reinstated; Schwab, Fidelity Ease Ban
RCAP says that 70-plus selling agreements “have been reinstated to date.”
Pershing Adds to FundVest Platform
New additions to the no-transaction-fee platform address a growing appetite for advisory share classes as FundVest assets cross the $100 billion threshold.
Condi Rice, Joe Torre to Speak at Pershing Insite
Pershing also announces that it's updating all its major platforms.
Top 5 Issues Reshaping Retirement Planning in 2014
These are the biggest forces shaping the new reality of retirement. Be prepared.
New Hire Roundup: Foundation for Financial Planning Adds 4 to Board
Meanwhile, Brown Advisory has added a partner, and Mariner Wealth Advisors welcomes a senior wealth advisor.
Ex-Ameriprise Rep Opens TrestleBridge, Affiliates With LPL
Meanwhile, LPL-affiliated Washington Wealth rolls out platform for advisors who want to work remotely.
New Hire Roundup: FINRA Names Keenan, Weddle New Board Members
This week in news hires, FINRA appoints new board members; Gene Tannenbaum was named managing director of Lincoln Financial Advisors; American Century Investments promoted Chris Krantz and Jeff Bourke.