Here Are the Wealth Managers With the Best SEO Rankings
Hearsay and Moz gathered data based on the use of phrases like “financial advisor,” “financial planning” and “wealth management” and tracked the results.
Gundlach: Machines Won’t Push Humans Out of Finance
The billionaire DoubleLine founder was interviewed at a Fixed Income Analysts Society event, where he and Dana Emery of Dodge & Cox were honorees.
NASAA Mulls Model Cybersecurity Rule for Investment Advisors
NASAA is also developing cyber guidance and a checklist for small advisory firms to assess their cyber preparedness.
DOL Gave the Gift of Time. Use It Wisely
What would you do if you knew exactly when an earthquake would change life the way you know it?
Financial Advisor Performance Data Is Biased, Many Investors Say
Some investors compare advisor reports to a school report card written by the student, Phoenix Marketing says.
Victor Fetter Is Out at LPL; Former AmEx, eBay Exec Is In
The IBD taps Scott Seese for the CIO post in a move that one recruiter calls "a big deal."
Riskalyze Goes Live With Autopilot Platform
The platform lets advisors build model portfolios and assign them to client accounts, then automatically makes trades across multiple custodians.
How to Stop Worrying and Learn to Love Technology
Not only are more advisors adopting technology, those who do are outperforming their peers, a Fidelity study found.
Merrill Lynch Nabs Longtime Morgan Stanley Exec Carl Swanson
Swanson switches wirehouses to lead platform experience at Merrill after more than 24 years with Morgan Stanley Smith Barney.
Pershing’s New Advisor Tech Experience
If you want to get a glimpse into the future of advisor technology, spend an hour with Ram Nagappan, chief information officer of Pershing.