Ameriprise to Buy $8B Broker-Dealer With 200 Reps, Tops Earnings Estimates
The firm is picking up a group with about 200 advisors who serve banks and credit unions.
Why Individual Investors Support Fiduciary Rule: Financial Engines Survey
A survey from the nation's biggest 401(k) advisor found that 93% of Americans want advisors working on retirement accounts to put client interests first.
What to Make of Merrill's Reorg, New Ads
Is Merrill Lynch — now led by Andy Sieg — wrestling with issues tied to the DOL's new fiduciary rule?
Why a Diluted Fiduciary Rule Is Bad for Advisors: Betterment, CFP Board
Betterment, CFP Board and Consumer Federation say that a watered-down rule could hurt not just investors but advisors, and they discuss what could happen next.
What Clients Want, and What Advisors Think They Want
A new survey reveals several disconnects between the two.
CFP Board Launches Campaign to Attract Younger, More Diverse Advisors
The "I am a CFP Pro" campaign is intended to expand the advisor workforce to better reflect the population it serves.
How to Put Evidence-Based Investing Into Practice
EBI offers a way to answer investment questions in a systematic, analytical, and scientific manner in the four staight-forward steps.
How Much Is an Advisor Worth? Much More Than They Charge: Russell
Russell Investments calculates how much value advisors add to the typical client's portfolio.
3 Steps to Offering Fiduciary-Friendly Rollover Advice
Financial advisors can proactively take these steps to help make the most of the rollover opportunity while preparing for potential changes in the future.
3 Ways to Successfully Leverage Your Young Advisors
Yes, employee development takes time and effort, but consider it an investment in your firm.