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.
Who’s Your Robo?
In today's digital world, “online service” is largely an oxymoron. That's why I'm not too worried about the threat of robo-advisors.
International Investing Is Top of Mind for Advisors: Fidelity Survey
Advisors want to better understand how to allocate between domestic and international investments, Fidelity found in its first-quarter survey.