From wealthmanagement.com
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Summary: Envestnet Tamarac revealed its new digital advice portal, Advisor Now, at its Advisor Summit in Chicago, with the goal of strengthening the digital connection between independent advisors and their clients.
From wealthmanagement.com
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Summary: As the keynote presenter of last week’s Financial Planning Association of New Jersey (FPANJ) annual conference, Bob Veres, publisher of Inside Information, cynically called his session “Terminator 4.”
From Financial Planning
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Summary: State and federal examiners increasingly expect advisors to have a business continuity and succession plan in place, even if they aren't bound by a specific rule mandating a formal policy.
From InvestmentNews
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Summary: While initially seen as a competitor to advisers, many see the automated investment advice as a potential benefit for advisers in terms of helping them scale their practice and serve younger or mass affluent clients at a lower price.
From InvestmentNews
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Summary: State securities regulators have advanced a model rule outlining policies investment advisers should have in place to respond to natural disasters or the death or incapacitation of an executive.
