BrightScope’s AdviceMatch Connects Clients With Advisors, Robos
BrightScope has launched a new product, AdviceMatch, that helps consumers determine whether a human advisor or an online platform is a better fit for them.
Morgan Stanley Said to Uncover Theft After Ad Sought Speedcoins for Data
Data on 900 wealth management clients was posted on Pastebin, which led the wirehouse to investigate the case.
10 Hedge Fund Trends for 2015
Hedge fund assets will reach an all-time high in 2015, according to Donald Steinbrugge, the founder and managing partner of Agecroft Partners.
Wainscott Capital’s Founder Thomas Gilbert Killed; Son Charged With Murder
Thomas Gilbert Jr. was charged with murder after allegedly having staged the shooting death of his father to look like a suicide, NYPD officials said.
Wirehouse Advisors Now Lead the Way on Social Media, Putnam Finds
Social media compliance is becoming less of a headache, and more and more firms are seeing their efforts pay off in new assets.
Hearsay Social Streamlines Social Media Compliance Platform
Hearsay Social says it’s made its social profile review, pre-approval features and automatic publishing solutions more efficient.
Tony Robbins Slams Critics, Says He’s Not a Financial Advisor
Supercoach Tony Robbins, who invites seminar attendees to walk over hot coals, is now raking RIAs over the coals for taking “pot shots” at him.
Advisors Overwhelmingly Prefer LinkedIn Over Facebook, Twitter
New report from Practical Perspectives finds that 9 in 10 advisors use LinkedIn, far more than any other social media platform.
LinkedIn Yields Next-Gen Wealth Transfer Clients
Advisors are using LinkedIn to successfully reach younger wealth-management clients, says the National Bank of Canada and Hootsuite.
Citigroup Risk Executive’s Death Suspected as Suicide
Shawn D. Miller, a Citigroup Inc. executive who helped create an international standard for responsible lending, died from what police now suspect was a self-inflicted wound.