Top 3 Issues Advisors Will Face in 2014, Part 3: Demographic Dilemma
We may already be past the point of no return for the industry’s nascent train wreck: the advisor shortage. Plus, the bear-market wild card.
Ken Fisher Warns, Industry Responds: What Happens to RIAs in 10 Years?
Ken Fisher is bullish on 2014’s market and economy but decidedly bearish on the future of RIAs.
Top 7 Cybersecurity Trends in Financial Services: 2014
Cyberthreats are the new normal for financial services firms, even midlevel wealth managers, Booz Allen says.
5 Big Regulatory Changes Coming in 2014
Want to prepare your practice for potential changes in the year ahead? Keep your eye on these five areas.
Ken Fisher Is Right About Demise of RIAs...and Wrong
We can only hope that Mr. Fisher’s vision does not occur. Yet I foresee that fee-only and other true fiduciary advisors will still exist.
Health Care a Critical Part of Retirement Strategy
Only a small minority of clients understand the importance of long-term care protection.
Market Flourishes for Investing in Disaster Risk
Catastrophe bonds are growing at their fastest pace in six years, according to BNY Mellon.
Marketers Not Sure Social Media Really Works
Marketing executives are struggling to show the value of their social media marketing, according to a survey by a Duke professor.
New Hire Roundup: DOL Still Seeks Advisory Council Nominations
This week in new hires, the DOL is still seeking nominations for its ERISA advisory council, and OneAmerica announced Scott Davison's promotion to president.
SEC Fiduciary Rule Unlikely in Dodd-Frank’s Third Year of Life
Advisors, including Harold Evensky, and industry officials are increasingly pessimistic that the year will bring a uniform fiduciary rule. However, the first designation of an asset management firm as systemically important could be coming soon.