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Summary: Regardless of how regulators resolve the fiduciary issue, more client assets than ever are being held to a fiduciary standard, according to a report by Cerulli Associates.
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Summary: [Podcast] This holiday season, Matt and Kirk are offering up 12 podcasts to help you prepare your business for 2018 with your best marketing plan yet! In the preimer episode of the 12 Days of Marketing, join Matt and Kirk as they dive into developing your marketing mindset.
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Summary: It’s almost 2018, and your clients are starting to wonder why their personal finances aren’t as easily accessible as an Uber car or a shoutout to Alexa. The latest innovations in mobile, artificial intelligence and microinvesting are right around the corner, and getting ready to leap from the periphery to the heart of advisor practices next year.
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Summary: With declining revenue and client growth, nearly two-thirds of registered investment advisors are offering fee discounts and starting to unbundle their fee structures, new research released Monday by Fidelity Clearing & Custody Solutions shows.
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Summary: InvestmentNews recognizes the icons and innovators who have shaped and transformed the financial advice profession.
