From InvestmentNews
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Summary: Investopedia this week rolled out a new platform for financial advisers called Advisor Insights, which vets financial professionals before letting them answer general questions on topics such as retirement, college savings and portfolio construction.
From WealthManagement.com
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Summary: According to Fidelity’s survey, over half of investment advisors are bracing for an onslaught of paperwork and compliance tasks as a result of the change. Three out of four believe the rule—which would require advisors of retirement accounts to act under a fiduciary standard—will increase the cost of servicing clients
From IRIS
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Summary: Everybody’s talking about customer experience these days, but how many companies actually follow through to ensure that their customers are getting the best experience possible? And how are they doing that?
From InvestmentNews
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Summary: Fueled by younger investors, women, and growing political support, investing based on social and environmental ideals is gaining momentum. Even if it doesn't quite feel like a mainstream concept yet, it's here and it's expanding rapidly.
From Finacial Planning
Added on March 2016 in M&A Issues
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Summary: Advisors looking to build up their practices can make it happen in two ways: organically or by purchasing clients. Although growing organically is typically a cheaper way to secure business, it can take time and a lot of effort. It also involves marketing, which can sometimes be hit or miss.
