Aflac Finally Follows Peers in Placing Wager on Private Equity
The company's chief investment officer wants to put 2.5% of the assets in growth investments.
FINRA Watching Falling Number of BDs, CEO Cook Says
At FINRA annual, Cook talks about FINRA360 and the odds that FINRA will seek to become an advisor SRO.
Fidelity Expands Managed Account Offering to Advisors, Recordkeepers
The offering is a personalized, customized solution for employee retirement accounts.
30 Best Paying College Majors: 2017
ThinkAdvisor whittled down PayScale’s starting salary rankings of 336 majors, which show science and math dominating.
How Morgan Stanley Is Changing Its Advisor Business Model
The expected big change to a different business model brings big challenges to advisors, Morgan’s Jim Tracy tells ThinkAdvisor.
5 New Facts About Retirees’ Real Health Care Bills
Researchers have published new out-of-pocket health spending estimates for higher-income Medicare enrollees.
UBS to Give Advisors BlackRock’s Aladdin Risk Tools
It also will share Solium Capital’s equity-compensation technology with a subgroup of its 7,000 reps.
Advisor Concern on Client Income Surpasses Volatility: Eaton Vance
The Advisor Top-of-Mind Index for Q2 found a 16% increase from Q1 and the highest ranking since the index’s inception.
Investors Are Killing It With 401(k)s on Autopilot: Fidelity
'Auto-escalation' nudges employee contribution rates up one percentage point a year; average balance hits record $95,500.
Ric Edelman — Media-Savvy Advisor: The 2017 IA 25
The former financial journalist, now author and TV and radio personality, founded an advisory firm that 30 years later has $18 billion in assets.