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Summary: Advisers who can access their clients' employer-sponsored retirement accounts may find themselves in the crosshairs of the Securities and Exchange Commission
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Summary: Adviser salaries have been stagnant for the past two years, but bonuses are up sharply, reflecting a willingness by employers to reward performance while at the same time keeping a lid on overall compensation.
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Summary: he importance of ethics in financial services, the future of robots and artificial intelligence and the undeniable benefits of having women on boards: these issues and more were explored at this week’s Australia Investment Conference held by CFA Societies Australia (#CFAAIC2015, for those following on Twitter).
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Summary: To get clients to understand and appreciate the value of professional financial advice, they must grasp two key metrics: what they are paying and what services are being provided for these fees. While this equation sounds simple enough, the evidence suggests most clients are not adequately equipped to make this assessment.
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Summary: VIDEO from Junxure Conference - Tricia Haskins, V.P., head of technology consulting at Fidelity Investments on how advisers are wading through a sea of complex technology decisions.
