New Pershing X Business Unit Launches: Tech Roundup
By Jeff BermanAinslie Simmonds will lead the unit. Also, Carson onboards FeeX fintech retirement services for its financial advisors.
October 13, 2021
The Biggest Financial Planning Mistakes Clients Make: Advisors' AdviceMistakes run the gamut from not having a plan at all to tax errors costing thousands of dollars, financial advisors say.
October 12, 2021
Only Half of Institutional Investors Expect to Meet Target Returns by 2025: FidelityRespondents widely said they had been forced to take on more risk to achieve the same level of return.
October 12, 2021
How to Take Networking, Problem Solving to the Next LevelF2 Strategy's Doug Fritz explains what makes today's advice-focused businesses tick and how data can be an advisor's friend.
October 12, 2021
Digital Nudges Could Be Investment Recommendations, SEC Chief WarnsThe question of where such nudges cross that line could have legal ramifications for investment platforms, SEC Chairman Gary Gensler says.
October 12, 2021
Carson Group Integrates With Envestnet | MoneyGuideAdvisors affiliated with Carson Group will soon have access to the full suite of Envestnet | MoneyGuide solutions, the companies say.
October 11, 2021
RIA M&A Activity on Pace for Record-Breaking Year: EchelonStrong secular trends and supportive capital markets are fueling this frenzy of activity, the report found.
October 11, 2021
10 Obvious (and 10 Surprising) Places to Meet Wealthy ProspectsMany advisors think the best places to meet the wealthy are expensive or overrun with competitors. Think again.