IBD Execs Get Real on Declining Numbers, Survival Strategies
By Janet LevauxFirms have to help advisors embrace technology and become better at holistic planning or they will be merged out of the business, one exec says.
January 29, 2018
39 Areas of New Tax Law Need ‘Immediate’ IRS Guidance: AICPAImmediate guidance is needed on the new tax law in areas like retirement and wealth transfer, says AICPAs Tax Executive Committee chairwoman.
January 29, 2018
STOXX Launches AI Index Based On AI Algorithm: Portfolio ProductsIn other product news, Amplify ETFs launched a blockchain-based ETF.
January 26, 2018
Highlighting Tax Law Changes in One PageMike Patton highlights a few of the changes and discusses the potential impact of the 1,097-page Tax Cuts and Jobs Act.
January 26, 2018
New Tool Uses Behavioral Finance to Assess Risk ToleranceFinworx360 focuses on clients' willingness to take risks; it can help advisors create portfolios and segment client communications.
January 26, 2018
6 Types of Financial AdvisorEveryone throws these terms around. Here's how one veteran investment professional defines them.
January 25, 2018
BofA Plans to Restrict Pay Conversations During Job InterviewsThe change is intended to help close the gap between what women and minorities earn compared to men.
January 25, 2018
Securities America Adds 50 Advisors with $2B in Assets: Recruiting RoundupMeanwhile, Focus Financial, Wells Fargo, Ameriprise, Janney and HighTower share their latest hiring news