Advisors Must Embrace Tech to Keep Competitors at Bay: CFP Board
By Melanie WaddellDigital Advice Working Group offers advisors three pieces of digital advice as they head into the new year.
January 10, 2019
What the Children of Millionaires Value MostKnowing the answer could help advisors maintain clients from one generation to the next.
January 10, 2019
5 Predictions for the Housing Market in 2019Absent typical warning signs of a housing bubble, chances of a bust are minimal, economist Ralph DeFranco says.
January 10, 2019
Young Advisors Want More Social Impact Fixed Income Products: SurveyIncapital found young advisors use individual bonds to discuss social impact goals, but most want more fixed income options.
January 10, 2019
BlackRock to Cut 500 Jobs Amid Market TurmoilThe asset manager will fire 3% of its global workforce, its biggest headcount reduction since 2016.
January 10, 2019
Prospects Rely on Internet to Find an AdvisorThe average prospect gets 2.6 referrals and then looks up those advisors online, according to AdvisorEngine's Matt Kress.
January 10, 2019
Carson Wealth Nabs $500M Wells Fargo Team: Recruiting RoundupLPL has added a team from Wintrust Investments with $640 million in assets to its hybrid platform.
January 10, 2019
Fed Minutes More Cautious About Rate Hikes Than FOMC StatementThe minutes reveal that "a few participants" favored skipping the December rate hike.