LPL Announces Robo-Advisor Plan
By Bernice NapachLPL will roll out a pilot robo program involving 20 advisors in the next 60 days, says President Dan Arnold.
July 23, 2015
Top 10 Mutual Fund Firms Most Trusted by Advisors: CogentAn advisors trust in an asset manager has the biggest impact on whether they will invest with that company, a Cogent study finds.
July 22, 2015
How Raymond James Is Boosting Employee AdvisorsRecruitment and growth opportunities" on the East and West coasts appear to be near infinite, Private Client Group head Tash Elwyn says.
July 20, 2015
‘Time of Abundance’ for RIAs: SchwabRIAs are thriving, and it's not just because of the bull market, Schwab's Jon Beatty says.
July 17, 2015
SEC Enforcement: Napkin-Eating Broker Settles; Ponzi Funds Used for PornAlso, a hedge fund manager admits to providing bad data, which affected recording of 552 million shares.
July 16, 2015
Schwab Posts First Robo Results; Q2 Earnings Beat EstimatesThe brokerage firm rolled out automated advice offerings for investors and advisors this year.
July 15, 2015
What Do Advisors Really Do Anyway?Its not clear to me why many proponents of transforming the independent advisory world into flat fee only often talk as if they are completely unaware of the many client benefits of an AUM fee model.
July 15, 2015
Postcards From the Edge: 7 Things I Learned From My MergerOver the years, Ive helped many advisors merge their firms, but theres nothing like actually doing it yourself to get a whole new perspective.