From CNBC
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Summary: If you are trying to decide on a financial advisor, perhaps you should ask another advisor. CNBC queried several industry pros on the most important qualities to seek when choosing a financial professional.
From InvestmentNews
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Summary: Halloween is a time of candy, costumes and trick or treating. But mostly it's a time for people to dress up and “become” someone else for a night. How many people are really happy with who they are the rest of their days? This is one of the central questions for most humans when they think about their financial life: What are we willing to give up to be the ideal version of ourselves and avoid a scary ending?
From Wall Street Journal
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Summary: Peter Nesvold, the managing director of Silver Lane Advisors and lead author of the study, says that robo advisors are in danger if they are unable to improve their value proposition before more established financial institutions take over the automated advice market.
From InvestmentNews
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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
From InvestmentNews
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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.
