The Danger of Obsessing Over Short-Term Portfolio Performance
By Bernice NapachPerformance chasing can shortchange client portfolios over the long run.
March 15, 2018
SEC Fiduciary Rule Likely to Address Broker, Advisor Titles: Peirce'It's been time for decades' for the SEC to write a fiduciary rule, Republican commissioner Hester Peirce said at the IAA compliance conference.
March 14, 2018
8 Innovative Advisor Fee StructuresA new report from Simon-Kucher & Partners says innovation is needed in advisors' fee structures and provides examples.
March 14, 2018
Advisors Find Increased Revenue, Happiness in Independence: SchwabA Schwab study examines the motivations of advisors who have recently made the transition to the independent model.
March 13, 2018
Get Ready for Another Busy M&A Year for RIAs: EchelonEchelon Partners says that the number of deals set a new record in 2017 and projects that number will rise again this year.
March 12, 2018
Vote Now for the 2018 IA25We need your input on the advisory's industry top leaders, innovators and influencers.
March 08, 2018
Wells Fargo Team Joins UBS, Another Goes Indie With Fidelity: Recruiting RoundupOther advisor groups move to Janney, Raymond James, Securities America, Dynasty and Kestra.
March 07, 2018
Top Trends Shaping Advice Industry: FidelityAs the urgency around Labor's fiduciary rule has faded, other concerns weigh more heavily on advisors' minds.