How to Choose the Right Words to Hook Clients: Pollster Luntz
By Bernice NapachGOP pollster Frank Luntz makes recommendations, which he has tested in his own polling research, for getting a good response from clients and prospects.
January 23, 2017
Active Management Isn’t Dead, but It’s Evolving: Vanguard’s Tom RampullaThe managing director of Vanguard Financial Advisor Services makes the case for low-cost actively managed funds.
January 23, 2017
Fidelity RIA Chief to Be HD Vest CEOBob Oros is leaving the clearing and custody post to lead the group of 4,500 indie advisors.
January 23, 2017
Kitces to Advisors: Don’t Fear RobosTechnology, not robo-advisors per se, is transforming the advisory business, says industry blogger and wealth manager Michael Kitces.
January 19, 2017
Free College Tuition Plans Sprout in States as Feds Could Cut AidGet ready for potential changes in the college funding arena at the federal and state level, some good and some bad for borrowers.
January 19, 2017
Ron Carson Completes Move From LPL to CeteraThe wealth management group has over $6.5 billion in assets on its RIA platform and other operations.
January 19, 2017
HighTower Adds $1B Team in Florida: Recruiting RoundupThe group is moving from Wells Fargo Private Bank; meanwhile Focus Financial says a partner firm has wrapped up a deal.
January 18, 2017
5 Trends Driving Record M&A Activity for RIAs: Dan SeivertA few major trends, some of them surprising, are driving record growth in deal activity, Echelon Partners CEO Dan Seivert says.