Banks Gobbling Up RIAs as Consolidator Field Shrinks: DeVoe
By Janet LevauxThe number of deals is up in the first half of 2017, but the average asset level of the M&As makes a steep decline.
July 31, 2017
Behind the NumbersFinancial advisors should read the myriad of industry studies and surveys that come out each year with a grain or two of salt.
July 31, 2017
Talkin’ ‘Bout My GenerationIn working with hundreds of firms, I realized that most advisory firms had two basic deficiencies that were hampering their ability to find solutions.
July 31, 2017
How Edelman Keeps Its Clients Happy (Without Cutting Fees)Edelman Financial's clients range from middle-income to high-net-worth, and fees are 2% for some. CEO Ryan Parker discusses the two keys to the firms growth.
July 31, 2017
ProShares Adds Equity ETF Designed for Rising Rates: Portfolio ProductsIn other product news, Aria RetireOne announced it will start providing a fee-based variable annuity.
July 28, 2017
New Tool Helps Families Assess Effects of Budget Cuts on Student AidA new tool from the National Association of Student Financial Aid Administrators shows the impact of Trump budget cuts on financial aid at individual schools.
July 28, 2017
New Wells Fargo Scandal in Car Loans Seen as Proof Controls Still LackingThousands of clients got unwanted insurance with auto loans, and many defaulted.
July 27, 2017
Fidelity Clearing to Partner With Goldman, US Bank; Expand Loans to Wealth ClientsRIAs, broker-dealers and family offices will be able to offer securities-based loans of up to $25 million through the program.