Motif Launches Products to Help Advisors Compete With Robo-Advisors
By Melanie WaddellA robo-advisor is a robo-allocator, they dont really give advice," says Motif's Hardeep Walia.
May 06, 2014
IMCA’s John Nersessian on Certification Costs and New Initiatives: VideoAt IMCA annual conference in Boston, John Nersessian, IMCA chairman and managing director of Nuveen Investments, speaks to Jamie Green of Investment Advisor and ThinkAdvisor.com.
May 06, 2014
How to Build Trust With HNW Prospects and ClientsIf your clients and prospects trust you, your advisory firm will be more successful. David Richman of Eaton Vance provided tips on how to build trust at the IMCA annual conference.
May 05, 2014
Skip Schweiss, TDA’s Advisor Sage: The 2014 IA 25 ProfileSkip Schweiss has worked with advisors for 25 years. He understands their animus toward regulation, but says theres a much bigger threat on the horizon.
May 05, 2014
IA 25 2014: The Regulators and Advocates—SlideshowWhos more influential than the people crafting the laws advisors and brokers have to work by?
May 02, 2014
‘Office of the Future’ Puts Advisor Technology on DisplayFidelity Institutional has opened an intriguingly named Office of the Future on its Smithfield, R.I., campus.
April 30, 2014
SEC Halts IRA Scam That Cost Investors $22 MillionUtah-based retirement plan administrator hid losses and allegedly used forged letters and signatures to funnel client money into high-risk investments, the SEC says.
April 29, 2014
SEC’s White Pleads for Advisor Exam Funds; Rep. Waters ‘Pushing Hard’ for User Fees BillIn 2004, the SEC had 19 examiners per trillion dollars in investment advisor assets under management, says White. Today, we have only eight.