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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.
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Summary: Financial advisor practice growth was heavily emphasized during last week’s MarketCounsel Summit in Miami, Florida. Several discussions focused on this theme, with session titles such as, “Growth by Brand Development,” “Growing Beyond Four Walls,” and “Growth with OPM.” While the variety of presentations suggested multiple ways an advisor can grow his or her firm, one theme was consistent throughout: the future of financial advisor practice growth only occurs when an advisor outsources.
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Summary: Disclosing conflicts of interest has long been a cornerstone of compliance and regulation, but what happens when it still fails to offer meaningful protection for investors?
