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.
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.
CFPB Wants to Fix Public Service Loan Forgiveness Program
The program is designed to help borrowers who work in public service after college but has problems with loan servicing companies.
FSI Shares Views, Case Studies on Outside Business Activities
More input from independent advisors and brokers-dealers is also sought by the Financial Services Institute.
Paul Ryan Wants to Pass Massive Tax Reform This Year
In a speech before the National Association of Manufacturers, Ryan said he was moving ahead on "transformational tax reform."
Advisors’ Use of Digital Technology Needs Overhaul: Global Wealth Report
Digital initiatives have largely centered on providing customers with basic portfolio functionalities, but more is needed.
Packers’ Aaron Rodgers on Leadership, Post-NFL Career: Pershing Insite
BNY Pershing’s INSITE 17 featured an entertaining and insightful conversation with the Packers quarterback, led by Mark Tibergien.
BNY Mellon’s Pershing Launches No-Fee ETF Platform: Portfolio Products
In other product news, Envestnet | Yodlee launched a personal financial wellness solution.
W. P. Carey to Exit Nontraded REIT Business
Trends suggest that regulatory issues (like DOL) played a part, along with some fallout from the RCAP-Schorsch debacle.