Orion Advisor Services Launches Free Peer-to-Peer Model Marketplace
Orion partnered with Russell Investments, BlackRock and CLS Investments on its new "Orion Communities."
Would Blockchain Have Blocked Wells Fargo’s Misconduct?
An MIT professor and others said blockchain could have made it easier to see that the accounts were fake, but would that have been enough?
The Ear of the Beholder: Words Clients Hate, Words Clients Like
A Chubb research project found that it’s not what you say to prospects that matters; it’s what they hear.
Schwab TV Ads Tout Advisors’ Fiduciary Status
The ads running on Fox Business Network and CNBC are designed to put independent advisors front and center.
TD Ameritrade Is Nearly Tripling Its Commission-Free ETF Offerings
The expanded platform includes products from eight ETF providers, such as iShares and State Street.
Raymond James to Grab $5B Clearing Client From Pershing
It also recruited a husband-and-wife team from Merrill Lynch with some $160 million in assets.
IRS Warns of New Email Scam Targeting E-Services Users
Scammers are using phishing emails to try and trick tax professionals into “signing” a new e-Services user agreement.
As Advisors Jump Into AI, Experts Warn About Data
Thought leaders in the field urge firms to use caution about the quality of the data and algorithms being put into use.
Krawcheck’s Ellevest Expands Into Financial Planning (and They’re Hiring)
CEO Sallie Krawcheck tells ThinkAdvisor about Ellevest’s expansion plans, what it offers women that other robos don't and why it doesn't ask about risk tolerance.
Trust Company of America Partners With Fi360
The integration gives TCA's 7,000-plus advisors tools for investment policy statement creation, watchlist management and FINRA-reviewed reports.