How to Pick the Best Client Portal and Get Clients to Use It
By Jarrod UptonRemote work and meetings are key to your business today; a robust portal can help you fill gaps in advisor-client communications.
July 29, 2020
Advisors Are Prepared to Withstand COVID-19 Challenges: TD AmeritradeThey came out of a strong 2019, and "it's times like these that breed innovation," TD Ameritrade's Vanessa Oligino says.
July 29, 2020
DOL Abandons Its Statutory Mission to Protect Retirement SaversIn deferring to the weak and ineffective SEC standard, the Labor Department is setting aside its much stronger mandate.
July 29, 2020
LPL to Add $20B Bank Wealth ProgramM&T Securities includes some 170 financial advisors and will be LPL's biggest institutional client to date.
July 28, 2020
How to Become a Top-Performing RIA: SchwabHere are several key practices that the leading firms use more than others, according to a survey.
July 28, 2020
Orion Launches New Client Portal for AdvisorsThe firm believes the portal, integrated with Apex, gives investors "one-stop, go-anywhere access" to their finances.
July 28, 2020
Hightower Buys Stake in $3.3B Texas RIAThe deal, the third for Hightower this year, brings it to a total of 108 advisory businesses in 33 states.
July 28, 2020
AIG Unit to Pay $40M Over 12b-1, Referral Fees Tied to Teacher Pensions"Too often educators are targeted with misconduct related to their investments," said SEC Chairman Jay Clayton.