Two Ways LPL Plans to Innovate: New Mobile App, Virtual Assistants
At its Focus conference, CEO Dan Arnold shares details about a mobile app for clients and the IBD's experiments with “Uberization.”
Wells Fargo Customers Sue, Claiming Auto Insurance Scheme Was Scam
Customers accused the bank in a lawsuit of forcing them to pay for unnecessary auto insurance that drove some of them into a financial spiral.
Trump Ousts Scaramucci in Latest White House Shakeup
The news comes only days after the hedge fund magnate was hired by the president.
How to Make Cash-Heavy Clients’ Portfolios Work Harder
After managing multiple savings accounts at various banks, Gary Zimmerman realized there was an easier way to strategically invest his cash by utilizing technology.
Peter Mallouk Wants a Few Good Advisors, With No Assets
Peter Mallouk, president of Creative Planning, tells ThinkAdvisor what he looks for in his wealth managers — and why brokers need not apply.
Fed's Fischer Warns Political Uncertainty Hurts Economic Growth
Long-term trends hold down global rates, and lack of clarity on heath care and taxes erodes business confidence, the Fed vice chairman says.
Top 10 Real Estate ETFs and Mutual Funds
The top 5 real estate ETFs have outperformed the top 5 real estate mutual funds and the S&P 500 year-to-date.
If You Must Invest in Commodities, Here’s How
There are ways to access the asset class without investing directly in futures.
Performance vs. Tenure: A Lesson in Employee Evaluation
A firm is not leveraging its true talent pool if it promotes advisors based on tenure alone.
ETFs: Why They Keep Growing on Advisors
A survey of advisors nationwide reveals how the use of ETFs is expanding and what factors are likely to further support this trend.