1 visitor like this article | Viewed 4613 times | 0 comment
Summary: He fought the Securities and Exchange Commission and the agency lost — in other words, Mark Cuban is just Brian Hamburger’s kind of guy. More to the point, Cuban, the 55-year-old owner of the Dallas Mavericks is a dream choice to speak at the securities attorney’s annual conference, the MarketCounsel Summit, an agglomeration of RIAs that answer to the SEC for their every move on behalf of clients.
1 visitor like this article | Viewed 4723 times | 0 comment
Summary: Many fee-only registered investment advisory firms are sitting pretty after strong growth in 2013, when rising markets perked performance across the board. But don't get too comfortable, industry experts warn.
1 visitor like this article | Viewed 4794 times | 0 comment
Summary: Advisors from all over the country descended on Chicago for the Envestnet Advisor Summit, held May 14 to 16. Sessions ranged from the usefulness of new enhancements to the firm's cloud-based advisor software to discussion panels on investment, planning and practice management topics. The article provides some key takeaways from the conference.
1 visitor like this article | Viewed 4965 times | 0 comment
Summary: Fidelity Institutional announced Wednesday that is has opened an intriguingly named “Office of the Future” on its Smithfield, R.I., campus. The office was designed with input from the Fidelity Center of Applied Technology to address macro technology trends that have the biggest impact on advisors in the near future: mobile, pervasive video, evolving interfaces, cloud computing, social media, big data and gamification.
1 visitor like this article | Viewed 4871 times | 0 comment
Summary: Courting millennial investors is a key challenge confronting the financial services sector. Industry professionals on Thursday discussed what these young investors want from their financial services firms during a panel discussion at SIFMA’s private wealth conference in New York.
