401(k) Strategies Even the Lazy Can Love: ASPPA Summit
Workplaces that make employees opt out of retirement plans instead of opting in have 90% participation rates.
Advisor Group Boosts ’12 Recruiting, Acquisition Target at Confab
Hybrid advisors are another focus of the organization, which includes Royal Alliance, FSC and SagePoint.
TD Ameritrade Announces Tech Improvements for Veo Platform
Veo Mobile will allow advisors to use iPads for trading of mutual funds and equities in late February.
Fidelity Introduces WealthCentral App for iPads
Fidelity Investments announced Thursday that it had developed an iPad app for independent advisors and family office professionals using Fidelity WealthCentral, its open technology platform.
A Warren Buffett ETF?
We know that financial product developers have thought about introducing a “Warren Buffett ETF,” not because the investing public really needs it, but because there’s no shortage of dubious ideas. Interestingly, though, financial marketers might not have to invent a Buffett ETF because one already exists.
UBS Launches Pilot Program for iPads
UBS FA Mobile should be introduced to its 6,900 advisors in the Americas by March 2012.
Will Black Friday Save Economy?
As consumers abandoned Thanksgiving dinners to head out in search of holiday bargains at stores that opened earlier this year than ever for Black Friday sales, one thing was fairly sure: they were shoppers with budgets in mind rather than those looking for luxury gifts.
The Touch of a Blacksmith
Elite advisory firms manage staff with the same degree of care used in managing assets.
Let Go to Grow
The trick to creating a successful independent advisory firm is exactly the
opposite of what is taught by business schools and business gurus.
Apple of Their Eye: iPads, iPhones Favorites of Advisors, Survey Finds
Financial advisors polled by Aite Group said they preferred using iPads and iPhones over BlackBerry devices, according to a report released Thursday.