Advisors’ 4 Biggest Concerns: Eaton Vance
Nearly three-quarters of advisors report at least some concern about a near-term increase in interest rates, according to an Eaton Vance survey.
LPL Adds Strategies to Growing Fee-Based Models Platform, Lowers Minimums
New strategies added to the platform include offerings from AlphaSimplex, J.P. Morgan Asset Management and Morningstar. LPL will also lower the account minimum to $25,000 from $100,000, Vice President John Moninger said.
RIAs Core of IMCA Growth Strategy, Board of Directors Say
“We’re moving forward as an organization, but we’re moving forward under change,” said Betsy Piper-Bach, IMCA’s chairwoman.
LPL Financial Launches Fee-Based VA Platform for All Its Advisors
Lower M&E expenses on VAs from five different VA manufacturers will be available to advisors on all of LPL's channels.