Added on April 2016 in Form an RIA
1 visitor like this article | Viewed 4312 times | 0 comment
Summary: After years of anticipation, the Labor Department will release its fiduciary rule on Wednesday, sources confirmed Friday.
1 visitor like this article | Viewed 4418 times | 0 comment
Summary: It is very difficult to provide advice without the right technology. Interestingly enough, according to the most recent Financial Planning Technology Survey, approximately 25% of the respondents were not using financial planning software. And, in the prior year survey, almost a third were not using planning software. So why the disconnect?
Added on March 2016 in Join an RIA
1 visitor like this article | Viewed 4798 times | 0 comment
Summary: Now is the “golden age” for financial advisors, says Joseph Maugeri, a managing director at the Certified Financial Planner Board of Standards who’s charged with expanding the number of CFPs. Demand is growing as baby boomers prepare for retirement – about 10,000 retire every day – and others, including millennials, plan their futures while the supply of advisors is shrinking.
1 visitor like this article | Viewed 3682 times | 0 comment
Summary: Robo-advisers say they'll be just fine as the industry heads into the final countdown of the Department of Labor's impending fiduciary rule, but potholes along the way could push executives out of their comfort zone, according to an InvestmentNews roundtable of executives at many of the leading digital-advice platforms.
1 visitor like this article | Viewed 3645 times | 0 comment
Summary: Fidelity Investments, the second-largest U.S. mutual fund company, will test an automated-investment service starting Wednesday on a small group of existing customers.
