Focus Financial Signs 5th Deal of Year With Investment in Nationwide RIA Hufford
By James J. GreenHufford Financial, which has clients in all 50 states and focuses on dentists, has become the 22nd Focus partner firm.
September 27, 2011
Fidelity Adds Envestnet, Redtail, Others to WealthCentral PlatformFidelity Institutional Wealth Services announced upgrades Tuesday to its WealthCentral platform for RIAs. The company said it is adding six new software choices and 'creating deeper integrations with existing applications for its independent advisor clients.'
September 27, 2011
‘Worn-Out’ Advisors’ Confidence Drops Again, Survey FindsFinancial advisors say their near- and short-term views on the economy and stock markets are negative.
September 22, 2011
Morningstar to Rank and Research ETF Managed PortfoliosMorningstar will launch rankings and research on exchange-traded fund (ETF) managed portfolios later this year.
September 20, 2011
Declaring Independence? Schwab Offers Aid for Advisors Considering MoveTo help advisors considering independence, Schwab Advisor Services released a white paper on Tuesday outlining the various legal and regulatory issues theyll face in the transition.
September 16, 2011
Schwab’s Clark: Firm Rolling Out Ad Campaign Touting Advisors—Weekend InterviewBernie Clark of Schwab Advisor Services says custodian will show support for RIAs through multimedia marketing campaign featuring videos of successful advisors.
September 15, 2011
Vanguard to Offer Bundled 401(k) Plans to Small BusinessesVanguard will offer a bundled 401(k) plan service for small companies, combining its services with the small-plans recordkeeping of retirement plan administrator Ascensus.
September 14, 2011
Schwab Survey: Advisors Less Bullish on Economy, MarketsA summer survey of Schwab-affiliated RIAs found expectations of double dip increased following debt ceiling drama.