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Summary: A unique characteristic about the RIA community, and one I admire most, is the collective thought leadership voice that provides continuing guidance and direction. I was reminded of this fact while attending a recent Fidelity Inside Track conference panel with 5 prominent industry experts who discussed the topic of ‘Looking Forward: Insights on Creating Future-Ready Firms’.
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Summary: New government rules require that financial advisers put their clients' interests first when recommending what to do with their retirement savings. But no one has defined what good advice actually means or how to accomplish it — until now.
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Summary: Since we last rated the best podcasts for financial advisors just one year ago, over 5,000 new podcasts have been launched. Today, more than 40 million Americans listen to an average of six podcasts per month. And why not? Pointing to a specific podcast is also a great way to educate clients.
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Summary: This year has seen some of the most high profile hacking attacks in the Internet age. You would think that the near daily distribution of politicians’ emails would be enough to spur firms to increase their efforts to shore up their electronic defenses.
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Summary: TD Ameritrade and Toronto-Dominion Bank are shelling out $4 billion for online discount brokerage Scottrade Financial Services, which includes its banking operations, Bloomberg reports.
