Is a Single Advisor Dashboard Coming Your Way?
And is a single client portal in the offing as well? To get there, the Big Three advisor technology solutions must go beyond mere integration.
Assessing Risk in Real Estate Investing, Pt. 2: Digging Deeper
To understand real estate investing, you must understand the liquidity, information, macroeconomic, leverage, operational and other non-market-related risks.
How Advisors Can Be the Next Disruptors
Financial advisors needn’t fear the ravages of disruptive technology, Jud Bergman, Spenser Segal and Eric Poirier say.
Q3 Luxury Home Sales Increase as Buyer Profile Shifts
Redfin Research Center reported Wednesday that sales of homes for $1 million and up increased by 9% in the third quarter, while the total market declined by 1.2%.
Schwab’s Bettinger, Clark: RIAs Must Evolve; Robos in ‘Top of the First’
Welcoming attendees at biggest-ever Impact, Schwab CEO and RIA chief explain robo-advisor strategy and call on RIAs to embrace the challenge of “Generation Now.”
3 Takeaways for Investors From Taiwan-China Tension
The pro-democracy Umbrella Movement in Hong Kong has sounded alarm bells in Taiwan. How do investors view Taiwan and its relationship with China?
Enforcement Roundup: Stock Scam by New Yorker Used to Pay for Vacation, Plastic Surgery
Meanwhile, Rajaratnam brother to pay more than $840,000 for insider trading.
New Hire Roundup: Waddell & Reed Opens New Office
Meanwhile, David Stofer, Mark Nothnagel and their team join newly launched Mariner Retirement Advisors.
Record S&P Masks Pain as 47% of Nasdaq Mired in Bear Market
Beneath the U.S. stock market’s record-setting gains, trouble is stirring.
Mariner Holdings Acquires Flyover Capital
Mariner's newest acquisition, Flyover Capital, will provide access to investment opportunities in early-stage technology companies in the Midwest.