Top 3 Advisor Challenges for 2015: Advisor FinTech, Regulation, Differentiation
Post-robo technology arises, a surprise new regulatory issue comes to the fore and fat-and-happy advisory firms faces the crisis of differentiation.
Top Portfolio Products: TIAA-CREF, Rose Launch Fund
Also, MacKay Shields will act as an advisor to two SEI Trust-sponsored collective investment trusts.
Are Robo-Advisors Poised to Take Over?
Wealthfront and Xignite, a cloud-based market data firm, lay out the case for why they are the future of wealth management.
Natixis to Fund Study on Investor Behavior
Natixis hopes an MIT study will help create automated, customized processes to help conflicted modern-day investors make better decisions.
Are Killer Robots the Next Black Swan?
Assessing the threat of out-of-control financial AI.
New Hire Roundup: Obama Taps Massad as CFTC Chief
Meanwhile, SEC named Gaunt chief of enforcement division’s municipal securities and public pensions unit, Rob Jasminski joined Citi Private Bank and more.
Gold Bullion Comes to CAIS Alternative Trading Platform
CAIS' joint venture with Gold Bullion International gives advisors the opportunity to add physical precious metals to their clients’ investment portfolios.
IGSignals Launches Risk Management Tool for Mutual Fund Investing
IGSignals is designed to help mutual fund investors actively manage risk rather than stick with their traditional buy-and-hold strategies, says Investment Guidance Solutions CEO Phil Lussier.
New Hires Roundup: U.S. Bank Adds Steiger; CAIS Welcomes Stone, Promotes Cobon
This week in new hires, Heidi Steiger added to U.S. Bank’s wealth management business; Landon Stone went to CAIS, which also promoted Lachlan Cobon.
Top Portfolio Products: AdvisorShares, Cousteau Develop ETF; Van Eck Introduces Closed-End Municipal Bond ETF
New products introduced in July include a socially responsible ETF from AdvisorShares and a closed-end municipal bond ETF from Van Eck, as well as a guaranteed income annuity from New York Life and a China currency bond fund from Guinness Atkinson.