3 Ways Insurers May Be Doing Fee-Based Products All Wrong
By Allison BellDavid Lau, the founder of a fee-based product supplier, says agents and RIAs really are different.
February 12, 2018
SEC Seeks Budget Boost to Restore StaffOCIE has requested 24 more individuals, of which 13 would be dedicated to investment advisor and investment company exams.
February 12, 2018
Should You Plan on Your Clients Living to 100?Setting life expectancy is a crucial step in building a financial plan. Harold Evensky, Carolyn McClanahan and others weigh in on what to consider.
February 12, 2018
Riskalyze Rolls Out Retirement Solutions: Portfolio ProductsIn other product news, Metaurus Advisors and Franklin Templeton add new ETFs.
February 07, 2018
Ladenburg Thalmann Names Chief of Fee-Based Services & SolutionsJohn Blood will focus on enhancing advisory platforms, expanding fee-based advisory work and boosting the firm's position in the RIA channel.
February 07, 2018
How Often Should You Talk to Clients?The key to creating good client relationships is knowing who does what.
February 07, 2018
Fidelity Updates Advisor Tech PlatformMost advisors didn't get into wealth management because they were obsessed with technology, Fidelity's Tim Morello says.
February 07, 2018
Ric Edelman to Advisors: Your Advice to Clients Is ‘Fatally Flawed’Edelman tells T3 attendees how to adjust their businesses for a radical new world so they wont be out of business.