Social Media No Longer an Afterthought for Advisors: Putnam
Putnam survey finds 81% of advisors using social media, and 79% report getting new clients, with average assets gained of $4.6 million.
DOL Fiduciary Proposal Threatens Small-Biz Retirement Plans: U.S. Chamber
Former EBSA head Brad Campbell notes another potentially "significant" problem of DOL plan is requiring advisors to purchase "fiduciary insurance."
Top Portfolio Products: Hancock, Russell Add New Funds
Plus, T. Rowe Price closes health-sciences fund to new investors.
New Hire Roundup: Loring Ward Names Schwab’s Farasat CIO
Meanwhile, Peter Cai has become Global Atlantic Financial Group's chief risk officer.
10 Best Websites for Financial Advisors: 2015
Dalbar’s quarterly review reveals which fund company sites offer advisor-specific and easily accessible content.
Best Mutual Fund Firms for Service: Dalbar
One firm has won Dalbar's annual Mutual Fund Service Award 23 times.
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.
10 Best Investing Sites for Mobile Users: 2014
What’s better, a mobile app or a mobile-optimized website? While most prefer the former, improved mobile sites are beginning to blur that distinction.
Orion Integrates Data Aggregator Quovo as T3 Tech Conference Kicks Off
The deal will bring aggregated data from thousands of financial institutions to a leading portfolio trading and rebalancing system.
Deadline for Undoing IRA Conversions Approaching Fast
The deadline for “recharacterization” of assets that were moved from one form of an IRA to the other is Oct. 15.