Aspiriant Acquires $850M RIA in Silicon Valley, Tops $10B in AUM
By Janet LevauxWith acquisition of RIA Stanford Investment, wealth management firm will have $10 billion in client AUM, says CEO Rob Francais.
December 06, 2016
Moody’s Turns Negative on Outlook for Global Asset ManagersBusiness conditions for asset managers are at an "all-time low," says Moodys Managing Director Marc Pinto.
December 05, 2016
Fee Compression, Compliance Are Top Concerns for Advisors: SEI SurveyOnly 11% of the advisors surveyed are ready for the implementation of the DOL fiduciary rule in 2017.
December 05, 2016
CANNEX Brings Greater Transparency to Annuity Market: Top Portfolio ProductsIn other product news, Invesco and iShares expand their ETF lineups.
December 02, 2016
Why RIAs and IBDs Favor ETFs Over Actively Managed Funds 4 to 1The increased flows into ETFs are due to many factors including the DOL fiduciary rule.
December 01, 2016
Which Robo-Advisors Are Best? To Find Out, an RIA Invests in ThemCondor Capital, a New Jersey-based RIA, invested in about a dozen robo-advisors to measure their comparable performance.
December 01, 2016
Citizens Financial to Start Robo-Advisory Platform With SigFigThe Royal Bank of Scotland is partnering with SigFig to launch a robo-advisor platform next year.
November 30, 2016
A Trump Repeal of the DOL Fiduciary Rule? Not So FastAdvisors and broker-dealers on a Nasdaq-sponsored panel recommend that advisors not count on a repeal of the rule anytime soon.