FPA, CalSurance Partner to Offer RIAs Discounted E&O Insurance
By Melanie WaddellFPA members seeking E&O coverage will save hundreds potentially thousands through this new partnership, FPA says.
June 09, 2014
Tibergien, Shea: How Advisors Can Rebuild Industry ImageThe Pershing and BNY executives at INSITE outline steps advisors should take to boost business and financial literacy.
June 06, 2014
Evensky & Katz to Merge With Foldes FinancialThe merged entity, to be called Evensky & Katz/Foldes Financial Management, will be largest indie RIA in South Florida with $1.5 billion in AUM.
June 04, 2014
Condi Rice, Joe Torre to Speak at Pershing InsitePershing also announces that it's updating all its major platforms.
June 02, 2014
Advisors’ Favorite Value-Add Programs: Social Security, Search for YieldAmerican Funds and JPMorgan offer the most popular value-add programs while PIMCO falls off Top 10 list, new survey finds.
May 29, 2014
Fidelity’s Durbin: RIAs Thriving; Top Clients See Robo-Advisors as Positive TrendFidelity IWS chief reports custodial business growing healthily, ironically with fewer, but larger, RIA client firms, who embrace virtual advice-giving.
May 27, 2014
SEC's Gallagher: Fiduciary Debate Is UnfairDaniel Gallagher, one of the Securities and Exchange Commission's two Republican commissioners, has been very vocal as of late regarding his belief that the agency doesn't need to write a rule to put brokers under a fiduciary mandate.
May 27, 2014
Where Edward Jones Is Tapping TalentThe brokerage has revamped its recruiting strategywith dramatic results.