1 visitor like this article | Viewed 3385 times | 0 comment
Summary: Nearly 2,000 advisors, exhibitors, and asset management industry leaders headed to Chicago for the annual Morningstar Investment Conference, one of the largest in the investment world. Attendees reveal some of the major takeaways for advisors - from a global outlook on bonds to where to find opportunities in the bond markets, as well as views from Franklin Templeton’s Michael Hasenstab and international investing tips from David Herro of The Oakmark Funds.
1 visitor like this article | Viewed 3343 times | 0 comment
Summary: While some broker/dealer executives may be brushing aside the potential risk of emerging online advice platforms, almost half of RIAs are not quite as confident. In Schwab’s 2014 Independent Advisor Outlook Study—which surveyed 720 investment advisor firms—44 percent saw the online platforms as a threat, while 56 percent said “robo advisors” could supplement their current offerings and help grow the business.
1 visitor like this article | Viewed 3416 times | 0 comment
Summary: Fearful that an army of robo-advisors will raid your clients, eat your lunch, burn your fields and leave you high and dry? Then you may be interested to know about a new tech offering that’s not trying to turn robots into financial advisors but rather to get the robots to work for the financial advisor.
1 visitor like this article | Viewed 3407 times | 0 comment
Summary: INSITE 2014 unveils wired body armor for the advisor of the future as it rolls out a slew of NetX360 upgrades. Demonstration of future technologies was a running theme at INSITE conference this year, as 2,300 advisors, broker-dealer executives, trust companies and a large swath of international wealth management folks crowded into the Hollywood Westin resort, just north of Miami Beach.
1 visitor like this article | Viewed 3426 times | 0 comment
Summary: In the advice business, it's better to be David than Goliath in the current environment of regulatory and environmental uncertainty. Registered investment advisers and mid-size broker-dealers stand to benefit as new regulations, low interest rates and a slow-growth economy continue to drive layoffs and consolidation in the industry, said Brian Shea, president of investment services at BNY Mellon Corp.
