Schwab Enables Google Voice Tech For Some Account Inquiries
“Hey Google, check my Charles Schwab portfolio?"
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Mercer Strikes Again, Acquiring $910 Million RIA
The acquisition of M.J. Smith and Associates is part of a transition strategy for the RIA’s founder.
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Office Race: Truths About Being a Black Woman in Wealth Management
Through all of this dialogue about injustice, I see my wounds, and those of my community, open up once again. Racial trauma is real.
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Thrivent's New RIA Platform Recruits First Outside Firm
Thrivent Advisor Network’s first outside recruit has big growth plans and an average advisor age of 24.
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Edward Jones, Commonwealth Rated Highest for Advisor Satisfaction
This year, J.D. Power measured advisor satisfaction at both the employee and independent firms.
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The Hill Group Exits Morgan Stanley for Sanctuary Wealth
After nearly 18 years at Morgan Stanley, Emily Bowersock Hill bid the wirehouse adieu for the RIA channel.
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CircleBlack Founder and CEO John Michel Has Died
John Michel, a pioneering influence in the world of advisor-focused fintech, died suddenly on Friday.
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Elizabeth Hurley’s Ex’s Suicide Renews Inheritance Speculation
Did Steve Bing leave anything of his fortune to the kids?
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Michigan-Based Advisor Returns to Ameriprise After 23 Years
'Ameriprise evolved to become a leader in supporting independent advisors,' says Divisha Kapur, who joins the firm’s independent arm.
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Michael Kitces' #FASuccess Podcast: Talking Multi-Family Office Private Wealth Management with Richard Joyner
Richard Joyner, president of Tolleson Wealth Management, describes what his firm does for clients who have an average family net worth of tens of millions of dollars.
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Facebook Helps Explain Why ESG Investing Matters
Investors are right to be concerned by Mark Zuckerberg’s strongman governance of the company.
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Millennial Women See Return to Trading Desks as Key for Careers
There's more to working in an office than free coffee and water cooler chats: “You miss out on absorbing that problem-solving around you -- the unofficial lessons you get from seeing different salespeople talking to their clients and traders and navigating difficult situations.”
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Retail Investors Who Bought June Dip Favored Back-to-Work Stocks
“People are looking at the U.S. equity market and seeing the rebound, and they want a piece of that."
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Vanguard Trounces BlackRock for ETF Flows in Volatile First Half
Vanguard's ETFs attracted inflows of $89 billion in the first half of 2020, compared to $38 billion in inflows for BlackRock.
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Commentary: Standing Together and Doing the Next Right Thing
We must all find the strength to be better and provide hope to those who are calling us to action, says Mercer Advisors CEO Dave Welling.
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Almost 2,000 Financial Advisory Firms Received PPP Loans, but a Full Count Remains Unclear
The recipients of loans included Aspiriant and Riskalyze, who were two of the more than 660,000 businesses that received loans of $150,000 or greater, according to Treasury Department data.
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The Path to RIA Ownership on the Operations Track
There’s no worn path to ownership for operations staff. They must take it upon themselves to create their own opportunities.
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Sector Specific ETF Demand Is Healthy
Industry- and sector-specific ETFs gathered $18 billion in net inflows in the first half of the year, a strong showing for a small asset class.
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T. Rowe Price Gets Final Nod for Active ETFs
The firm will launch four actively managed equity ETFs this year, with plans to cover other asset classes over time.
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