Merrill’s new advisor workstation underscores wirehouses’ big technology advantage
Independent advisors may enjoy freedom of choice when it comes to all things digital, but giant institutions have a leg up with integration.
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Merrill's latest move underscores wirehouses’ big technology advantage
Independent advisors may enjoy freedom of choice when it comes to all things digital, but giant institutions have a leg up with integration.
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Mega-rich urged to unleash $121B for desperate charities
Major donor-advised fund providers said they’re using webinars, podcasts, social media and emails to nudge clients to give.
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How yield curve control differs from QE and why the Fed may be waiting
Many observers expect the Fed to move to yield curve control in September. But not everyone is sure this move will be needed.
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Digital banking's explosive growth compounds cyber risks, FBI warns
Mobile banking use has swelled since the pandemic hit, and law enforcement officials expect hackers to target the credentials of digital novices. The FBI stressed the importance of two-factor authentication and ensuring consumers know how to spot fake apps that carry malware.
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Securian taps 35-year veteran advisor to open and build new office
The insurer-owned IBD identifies leaders in target markets as it offers independence “with a hug,” according to its head of recruiting.
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More companies weigh cutting 401(k) match in pandemic pinch
The average employer match was 4.3% of pay, according to a 2019 Vanguard report.
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Advisors join protests over George Floyd's death. Will more follow?
“We started with 40 people just marching, and it turned into 15,000," an advisor says.
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Asset manager launches loan program for minority-owned businesses
Owl Rock plans to give up to $250,000 in interest-free loans to those impacted by the coronavirus and other economic and social crises, its co-founder says.
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How to grow during a pandemic
From fruit baskets to operations, financial advisors can tap into a range of ideas in a time of remote work.
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Morgan Stanley eyeing deals to get bigger in asset management
While small deals are likely, CEO James Gorman said he’d be reluctant to take on a large-scale acquisition
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Active funds with the biggest 10-year flows post losses in 2020
Nearly all of the leaders have recorded outflows and losses so far this year.
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Coronavirus pandemic a setback for fintech challengers? Big banks think so
Clients are gravitating toward the “biggest, stable institutions,” says Morgan Stanley CEO James Gorman.
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Raymond James lands 10 advisors with more than $1.05 billion in AUM
Hailing from Merrill Lynch, Edward Jones and Waddell & Reed, the advisors join as both employees and independents
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27-year industry veteran leaves Morgan Stanley for Wells Fargo FiNet
The newly independent advisor oversaw $92 million in client assets.
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Bond market debates how to tame an unpredictable yield curve
How the Fed proceeds is key for investors who have plowed into steepening bets, a move that peaked with last week’s surge in 10- and 30-year yields.
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Has Merrill Lynch set a new benchmark for advisor workstations?
The 18-month project is part of the $3 billion that Bank of America allocates annually to new technology initiatives.
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What happens to struggling homeowners when CARES Act relief ends?
Some lawmakers fear that when forbearance plans and enhanced unemployment coverage expire, the consequences for mortgage borrowers still affected by the pandemic will be severe.
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Fidelity says a third of big financial institutions own crypto assets
More than a quarter of the respondents hold Bitcoin, while 11% hold Ether, according to the asset manager.
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Voices: Fed needs better answers on runaway markets and inequality
The central bank’s own data show that slightly more than half of U.S. households own stocks. But that doesn’t come close to telling the whole story.
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