DOL Fiduciary Rule’s Cost for 9 Investment Advice Players: From IBDs to RIAs
A.T. Kearney study sees big asset shifts across formats with IBDs getting walloped.
Fintech Is Exploding, but How Firms Use New Integrations Is Key
Fintech providers need to help user workflows, not just deliver a bunch of “integrations,” eMoney Advisor CEO Ed O'Brien said.
LinkedIn’s 4 Tech Trends to Know When Facing Next-Gen Clients
High tech or high touch? Next gen clients want both, a study finds.
In 5 Years, Wealth Management Will Be Transformed: Roubini ThoughtLab
The detailed report shows that many financial advisors may not understand how fast wealth management will change in the coming years.
Paul Ryan: What to Expect if Trump Wins, GOP Controls Congress
House Speaker Paul Ryan discusses six agenda items Republicans would pursue if the party retains control of Congress and wins the presidency.
Digital Client Onboarding: A Key Step Toward Wealth Management Platform Growth
Aite Group describes the increasingly important role of automated client onboarding for financial advisors.
Despite Weakening Art Market, These 4 Areas Show Strength
Sales at Christie’s fell sharply in the first half of 2016 compared to a year ago, but certain areas of the market are showing strength.
Small Business Group Health Insurance: The Sequel
As the labor market improves, many small business owners want to adjust existing policies to remain competitive—especially in light of Obamacare. Here’s how to help those clients.
Number of Active CFP Professionals Reaches All-Time High
Since 2007, the number of CFP professionals has grown more than 34%.
In Normal Campaign Season, Candidates Could Have Tax Debate
Both Clinton and Trump evade some specifics, but there's enough for a substantive debate.