A Wave of Early Retirements Is on the Horizon
The pandemic will scramble retirement timelines for millions of Americans.
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A Wave of Early Retirement Is on the Horizon
The pandemic will scramble retirement timelines for millions of Americans.
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Riskalyze Fintech Report Card: June 2020
Riskalyze CEO Aaron Klein gives the thumbs-up or thumbs-down on the biggest news to hit advisor technology in the previous month.
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Patent Troll Hits TD Ameritrade with Lawsuit
TD Ameritrade is one of the latest firms to be hit up for patent infringement money.
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Tech Is an Ally, Not a Threat
Amid increased client engagement, the right tech can enable advisors to serve more clients without increasing head count.
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LPL’s Annual Conference to Be Virtual
The virtual conference will now be held Aug. 19 to 21, and will be free for all LPL clients.
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New CFP Board Chair-Elect Stresses Need for Diversity, Governance Reforms
Kamila McDonnough stressed the need for diversity and experience among the public members of the Board—and need to reach more individuals with interest who are apt to shy away from pursuing a career in the industry.
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Merrill Lynch Revenues Down 10% in Second Quarter
Wells Fargo Securities senior bank analyst Mike Mayo called the performance “worst in class wealth management.”
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Morgan Stanley Wealth Management Revenues Jump 16% in Q2
While advisor headcount continues to fall, wealth management revenues were up, and the firm posted some strong growth overall in the second quarter.
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Right Now, Family Wealth is Experiencing a Perfect Trifecta
The current confluence of change, opportunity and impact illustrate that families are recasting what their money means.
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CFP Board Adds a Remote Option for Upcoming Exams
In addition to in-person testing at Prometric sites, candidates may take the test remotely, if they live more than 50 miles from a testing center or have a health concern.
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WealthTech Winners Circle Podcast: RPA Is Tying Your Documents Together
Linda Ding describes how Laserfiche allows advisors to streamline their document processing.
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Repurposing the Traditional Client Review Meeting
Change "client review" meetings into client checkups by letting them take more of the lead.
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ETFs With the Worst Three-Month Runs
These funds saw the worst returns over the past 90 days.
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LPL Recruits $300 Million Austin-Based Team From Voya
The IBD brings over a father/son team that helps teachers navigate their 403(b) plan options, a retirement system laden with problems.
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Aite Group: Wealth Management Firms With Strong Digital Investments Pass the COVID-19 Test
North American firms are ahead of the curve, Aite says.
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Goldman Sachs Plays Up Wealth Management Success
Revenue at the wealth unit of Goldman Sachs, which includes the old United Capital, rose 7% year-over-year to $1.1 billion, while assets under management rose by $49 billion sequentially to $558 billion.
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American Century First to Launch Semi-Transparent Active ETFs With NYSE’s Structure
Two new American Century ESG ETFs begin trading, making it the first asset manager to use NYSE's active semi-transparent ETF structure.
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Survey of Family Enterprises Reveals COVID-19 Is Still a Big Concern
Biggest impediment to growth is recession or market downturn.
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Wealthy Investors Worry About Lack of Cash If Pandemic Returns
More than half of respondents in a survey of wealthy investors by UBS Group AG said they feared not having enough liquidity in the event of another pandemic.
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