Schwab TV Ads Tout Advisors’ Fiduciary Status
By Melanie WaddellThe ads running on Fox Business Network and CNBC are designed to put independent advisors front and center.
October 12, 2017
Oranj Launches Free Wealth Management Software Product for AdvisorsThe MAX offering includes model portfolios and funds from BlackRock, Direxion, Morningstar, ETF Securities and Frost Investment Advisors.
October 12, 2017
Families Saving More for College but Underestimating Costs: FidelityFidelity's College Savings IQ survey also found that more families are using 529 college savings plans but many don't understand all the advantages.
October 11, 2017
Raymond James to Grab $5B Clearing Client From PershingIt also recruited a husband-and-wife team from Merrill Lynch with some $160 million in assets.
October 11, 2017
As Advisors Jump Into AI, Experts Warn About DataThought leaders in the field urge firms to use caution about the quality of the data and algorithms being put into use.
October 11, 2017
FINRA Warns Investors About Fake Financial DesignationsThe alphabet soup of designations can be used to perpetrate fraud, FINRA warns.
October 09, 2017
Think 7% Returns Are Coming Back Anytime Soon? Think Again.Two prominent investment strategists cautioned advisors about future gains in client portfolios at FPAs annual conference.
October 09, 2017
LPL Makes Retirement Plan Push With FAsRetirement Partners head Bill Beardsley and national sales chief Andy Kalbaugh are hoping to bring more LPL reps and ex-NPH advisors into the fold.