RIAs Cut Fees as Growth Shrinks: Fidelity Study
By Michael Fischer & Janet LevauxThe report looks at how advisors are coping with falling revenue and dropping client growth, with a significant number looking at robo options.
December 12, 2017
SIFMA Sees SEC Fiduciary Rule Proposal Within 18 MonthsThe lobbying group takes SEC Chairman Jay Clayton "at his word" that the rule is a top priority, CEO Ken Bentsen says.
December 11, 2017
SEC Chief Clayton Issues Warning on Cryptocurrencies, ICOsIf you choose to invest in these products, please ask questions and demand clear answers, Clayton said on the day Bitcoin futures debuted.
December 11, 2017
Andy Friedman Answers Top 7 Advisor Tax Bill QuestionsFriedman, a former tax attorney, answers questions on alimony, deferred compensation and more.
December 08, 2017
Aguilar, TD’s Schweiss Discuss How an SEC Fiduciary Rule Could WorkThe two industry insiders talked to ThinkAdvisor about how a rule could move forward but said proposing one next year would be "tricky."
December 07, 2017
Morgan Stanley Fires Ex-Rep. Harold Ford Jr. After Accusation by WomanFord was hired by Morgan Stanley in 2011 as a senior client relationship manager.
December 07, 2017
Top 10 Ridiculous Luxury Gifts: 2017ThinkAdvisor had fun trying to figure out what Santa might bring to those who have so many chimneys that he might get lost.
December 07, 2017
12 Cool, Affordable Gifts for Financial AdvisorsLooking for a gift for an advisor, or want to spend a little money on a client? Here are some holiday gift ideas from ThinkAdvisor.