From WealthManagement.com
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Summary: Brokers aren’t the only ones who should be concerned about the Department of Labor’s fiduciary proposal, according to a brokerage industry trade group. The Financial Services Institute reiterated Tuesday that imposing a fiduciary mandate on advisors to retirement accounts would be a costly and complex burden for all advisors, regardless of business model.
From Think Advisor
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Summary: Ten years after it introduced its Advisor Services platform and one year after it completed distribution of a revamped version, Scottrade is holding a series of workshops around the country to help advisors adopt strategies and tactics to grow their businesses.
From WealthManagement.com
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Summary: RIAs have drawn advisors and assets from the wirehouses and other brokerage segments at an impressive pace; Aite Group, the Boston-based research firm, notes the independent RIA channel is the only one in the industry to grow market share since the crash, taking a 13.7 percent share of $17 trillion in client assets in 2013.
From IRIS
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Summary: If you have realized that your conflict with your partner isn’t going away, that self-awareness bodes well. But you may be wondering, “we spent hours talking about our problem with little to no change, how is talking some more to a stranger going to help us?”
From Think Advisor
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Summary: Luddites loathe it; old-school types dismiss it. George Clooney scorns it with a passion. Nevertheless, the digital phenomenon called social media is here to stay. And for a growing number of financial advisors, this 21st century networking technology is proving to be a godsend.
