Are Women More Open to Dealing With the New?
Will new robo-assistant technology find faster adoption among women? Kim Dellarocca, managing director of Pershing LLC, won't be surprised if that's the case. She pointed out that women juggling career and family are especially time-pressured, and hence may be more strongly attracted to digital efficiencies.
Thriving in Tomorrowland: How Advisors Can Adapt to Change
Forty-five years after Alvin Toffler warned us of future shock, four experts suggest how to prosper in today's tsunami of change.
Top Portfolio Products: ETF Securities, Zacks Launch 2 Funds
Russell Investments, Integral add execution service for foreign-exchange transactions.
FINRA Fines Pershing $3M for Cash Reserve Shortfall
Pershing's failure to hold enough cash and securities in reserve broke the SEC's Customer Protection Rule, FINRA said.
Pershing Adds to FundVest Platform
New additions to the no-transaction-fee platform address a growing appetite for advisory share classes as FundVest assets cross the $100 billion threshold.
Top Portfolio Products: Vertical Cap Rolls Out MLP Fund
Plus, WHV launches two small-cap funds, while Gemini and Newfound introduce a risk-managed product.
Top Portfolio Products: Van Eck to Subadvise Market Vectors’ China A-Share ETF
Also new this week are two funds from Thornburg Asset Management, four funds from American Independence and a new AICPA tax calculator.
Under 55 and Underserved
To keep your business healthy, you may need to cultivate prospects who are 10, 20 or even 30 years younger than your average client today.
Attracting Women: Pershing, Fidelity Help Advisors Give Female Clients What They Want
The trend toward learning how to better talk and listen is a reminder to advisors, the majority of whom are male, that women communicate differently from men.
Advice Industry Helps With Sandy Relief
Financial service companies and related organizations are stepping up with pro-bono efforts and charitable initiatives in the wake of Tropical Storm Sandy.