Most Advisors Don’t Know Their Own Fees
Nearly two-thirds of advisors underestimate their fees by more than 30 basis points, a survey by Peak Advisor Alliance and Cerulli found.
Lowering the Boom: How to Bring In Gen X and Gen Y Clients
We hear a lot these days about what advisors have to do to attract Gen X and Gen Y clients, and for good reason.
Ron Carson’s Latest Gambit: Digital Coaching Platform
Digital Fortress, a partnership with Faulkner Publishing, will provide advisors a virtual coaching and marketing platform, including compliance-approved content.
New Hire Roundup: Morningstar Adds to Fund Research Team
This week in new hires, Morningstar announced six appointments for its fund analyst research team; James Machuga joined Merk Investments; and Philipp Hildebrand was named vice chairman at BlackRock.