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Summary: RBC Wealth Management United States Wealth Report exam scores certainly hint that wealthy U.S. investors are crying out for a deeper relationship with their wealth managers. How then is it possible that financially, many advisors and firms are having record years?
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Summary: Charles Schwab became the first custodian to release it’s own automated asset allocation platform for retail investors on Monday. The launch of Intelligent Portfolios ignited a debate over Schwab’s “no fees” claim and the impact the so-called “robo-advisor” would have on the financial technology sector as a whole.
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Summary: For the financial-market research firm, this helps explain a “surge” in HNW investors’ use of online brokers — a trend augmented, Cerulli’s Donnie Ethier says in a press release, by the channel’s improved HNW capabilities in recent years and their favor with “younger, tech-savvy wealth creators.”
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Summary: Tiger 21, the peer-to-peer network for ultrawealthy investors, in mid-February rolled out the red carpet at its fifth annual members conference for some of the world’s leading thinkers on finance, investment and family relationships.
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Summary: Are RIAs losing an advocate at Fidelity -- or gaining a technology champion? Experts offered mixed opinions after Fidelity announced its decision to merge its investment advisor and broker-dealer businesses under Sanjiv Mirchandani, while moving Michael Durbin over to launch the new Fidelity Wealth Technologies division.
