Advisors’ Use of Digital Technology Needs Overhaul: Global Wealth Report
By Emily ZulzDigital initiatives have largely centered on providing customers with basic portfolio functionalities, but more is needed.
June 16, 2017
4 Ways Robo-Advisors Improve Client OnboardingA recent report by Corporate Insight examined the client onboarding process at several leading digital advice platforms.
June 15, 2017
Health Care Costs to Swamp Social Security COLAs: HealthView StudyHealthView Services projects that retirees health care costs will more than double projected increase in Social Security COLAs.
June 15, 2017
Will AdvisorBid Become the ‘Facebook’ of Wealth Management?The online marketplace has 1,300 active advisors with profiles.
June 15, 2017
SEC Issues FAQs Guidance on Form ADVThe SEC addresses issues with cross-border investment managers.
June 14, 2017
How Should CFP Board Raise Its Standards?The CFP Board announced Tuesday that it will release a draft of proposed changes to its Standards of Professional Conduct on June 20.
June 14, 2017
Commitment Issues: Your Business’ Plan B Should Be Plan ADo you want your wife or husband to have a Plan B? Of course you dont.
June 13, 2017
Merrill Lynch Nabs $628M Morgan Stanley Team: Recruiting RoundupMeanwhile, a large hybrid-RIA recruits an executive from Fidelity Investments Clearing & Custody Services business.