Fidelity Launches Global Real Estate Fund; iSectors Adds Growth ETF
By Marlene Y. SatterThe Fidelity real estate fund launch is timed to coincide with a change in the S&P 500 that makes real estate a stand-alone sector.
August 22, 2016
The Future of Robo-AdviceAs broker-dealers and asset managers adopt robo technology, pure-play robo-advisors will morph into offerings that also offer a human touch.
August 22, 2016
The Fidelity Guide to Attracting and Retaining More MillionairesIf the 2016 Fidelity Millionaire Outlook Study is right, advisors may not understand millionaires as well as they think they do.
August 22, 2016
Focus Financial Files for ‘Confidential’ IPO: ReportAn IPO by Focus would provide retail investors with the best 'pure play' investment in the independent RIA space, advisor M&A guru David DeVoe says.
August 18, 2016
DOL Fiduciary Rule Hits BDs’ IT Budgets, Product LinesBroker-dealers have to make a lot of very difficult, and in some cases expensive, decisions, ERISA lawyer Fred Reish says.
August 18, 2016
Recruiting Roundup: Dynasty, Triad Pick Up Large Advisor GroupsMeanwhile, Merrill Lynch & U.S. Trust report their newest registered reps.
August 17, 2016
Hearsay Launches New Social Media Tool for AdvisorsThe platform tracks client communications, suggests steps for advisors to take and gives broker-dealers data for building best practices.
August 15, 2016
Top Portfolio Products: Nuveen Launches Alternative Investment PlatformThe platform, using technology from Artivest, lets advisors allocate alternative investments across client portfolios and monitor their performance.