El-Erian: American Dream Is Under Threat
The Allianz chief economic advisor listed some possible solutions to income and wealth inequality, from least to most controversial.
Institutional Investors Get Social
Nearly half of institutional investors have taken action based on information from social media, a Greenwich Associates study found.
Hearsay Updates Social Media Apps for Mobile Phones
Meanwhile, Socialware introduces a brand protection tool for financial companies.
Fiduciary Standard Should Be Based on How Brokerage Industry Works
A reader says all fees, transaction costs and loads should be transparent and "comparison-shopped for by a broker 'advising' any client." Therein lies the rub.
FPA’s Advocacy Push: States Today, Capitol Hill Tomorrow
With membership stable and retention strong, the Financial Planning Association is holding state advocacy days in runup to Congressional advocacy days.
Robo-Advisors Rip Schwab’s New Robo-Advisory Over Fees, Cash
The gloves have come off in the rock ’em, sock ’em field of robo-advice.
The Case Against Fee Disclosure: Good Idea; Bad Timing
Should RIAs increase fee disclosures to clients? It's a good idea, but considering the brokerage industry's marketing expertise, now may not be the right time.
Twitter: A Powerful Social Media Tool Advisors Can’t Ignore
Using these Twitter “listening tips” will help you better understand your industry, clients and prospects.
Best Social Media Approach Is a Flexible One: SIFMA Panel
At a SIFMA event, reps from several broker-dealers share how they target specific clients and broadly reach out to prospects.
LPL Defends $9M Fortigent Restructuring
The reorganization, whose cost includes $4.5 million in severance packages, will bring "innovation and efficiency" to LPL's HNW offerings, an executive said.