ETF Cores and Satellites
With so many ETF strategies to choose from, advisors need a timeless and proven strategy for building and managing client ETF portfolios.
Cheaper Advice Isn’t Always Better Advice
Commission-based advisors can make recommendations based on a client's best interests, but given the conflicts involved, can they be relied upon to do so?
SS&C Divides Advent Business, Taps Leaders for 2 Units
Wealth management, including the Black Diamond platform, will be run separately from asset management.
Should Advisors Change How They Charge?
Over time, good financial advice can make a difference of hundreds of thousands of dollars to clients — and so can how it's paid for.
Recruiting Roundup: UBS Picks Up Morgan Stanley Reps
Meanwhile, LPL, Ameriprise and Wells Fargo reveal their latest recruiting coups.
Robo-Advisors Are Only the Beginning of a Bigger Digital Shift
Robo-advice is “not a magic bullet for all clients, and it’s not the only digital solution” advisors should consider, Jill Jacques of North Highland says.
SS&C’s Advent Software Buy Is a Done Deal
"We bring a treasure trove of technology" to Advent's popular Black Diamond platform, SS&C CEO Bill Stone said.
Top Portfolio Products: ProShares Adds Currency-Hedged ETF
Deutsche Asset & Wealth Management rolls out a Japan ETF as Calvert launches large-cap indexes.
Has Deborah Fox Cracked the Millennial Code?
The Fox Financial Planning Network CEO says she offers a solution to how independent advisors can retain client assets from one generation to the next.
Top Portfolio Products: Vanguard Tweaks Money Market Funds
Plus, Advent updates its Black Diamond wealth platform, and Lincoln enhances an annuity suite.