Baron Davis Invests in College Savings App UNest, Named Brand Ambassador
The startup saw investments from Northwestern Mutual and the NBA All-Star.
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Avoid Uncomfortable Client Conversations by Focusing on Planning, Not Performance
The COVID-19 pandemic has highlighted the benefits of planning, with the ensuing market volatility easier to put in perspective when both clients and advisors view it through the lens of a set of future goals.
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WealthTech Winners Circle Podcast: Tech Opportunities for Today’s Advisors
BNY Mellon Pershing's Michelle Feinstein uncovers valuable practices to assist advisors in leveraging solutions to grow, scale, and compete in this age where being efficient and going digital is of the utmost importance.
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President Trump Taps Caroline Crenshaw for Open SEC Seat
If approved by the Senate, Crenshaw would take the seat previously occupied by Robert Jackson Jr., who left the commission earlier this year.
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Like Father, Like Son (or Daughter): LPL’s Training Program a Popular Path for Advisors’ Kids
Nearly 40% of LPL’s training program participants have been children of advisors, so the IBD is evolving the offering accordingly.
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Riskalyze Fintech Report Card: May 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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Few Advisors Plan for Their Own Demise
LPL program highlights the need for continuity planning in wake of an advisor's death. 'Whether on this side of the grave or the other, we never want to leave our clients floundering.'
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Wells Fargo Becomes iCapital Network Investor
iCapital Network is buying an alts investment fund platform from the bank. Wells Fargo, in turn, is investing in the fintech.
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What to Look for in a B/D’s Succession Planning Support
Advisors are increasingly reluctant to sell during this period of disruption and uncertainty without a greater level of commitment and ongoing support from their firms.
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How to Make Goal Setting a Habit
Repetition is the key to aligning your conscious and subconscious mind.
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Steward Partners Attracts First Team to 1099 Model
The firm has added Plaza Advisory Group, an advisor team with $1.2 billion in client assets, the first to join its new independent contractor model.
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Mastering the podcast: Jumpstart your content creation
11 easy-to-execute content ideas to help you reach your audience.
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Evolution or Revolution – Buffer ETFs to Capitalize on Market Opportunities
Now Available On Demand
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Wall Street Greets WisdomTree’s Bitcoin ETF Plan With Doubt
WisdomTree Investments plans to launch a fund that could invest as much as 5% of its net assets in Bitcoin futures traded on the Chicago Mercantile Exchange.
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Crisis Lessons Drowned Out as $4 Trillion ETF Market Booms
As inflows soar and market dislocations vanish, America’s exchange-traded fund market is back to the boom times -- consigning to history two major disruptions of the pandemic crash.
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One Month of Fed ETF Buying Redraws $4 Trillion Market Contours
The degree to which the fixed-income ETF landscape has stabilized is just another example of how powerful the Fed’s interventions have been in soothing -- and stoking -- financial markets.
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Got Oil? Energy ETFs Dominate Funds With Best Returns Over Past 3 Months
Funds focused on oil and energy, precious metals, biotech, online retail and technology all outperformed in the past three months.
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Got Oil? Energy ETFs Dominate Funds With Best Returns Over Past Three Months
Funds focused on oil and energy, precious metals, biotech, online retail and technology all outperformed in the past three months.
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Former Obama Official Challenges FSI’s ‘Regulation by Enforcement’ Argument
Former Assistant Secretary of Labor Phyllis Borzi condemned the advocacy organization for trying to inhibit the SEC's ability to act on existing rules, during an Institute for the Fiduciary Standard webcast.
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Riskalyze Adds New Features Ahead of Reg BI’s Compliance Date
As advisors and firms quickly prepare for Reg BI's compliance date in a couple weeks, the fintech provider makes some compliance-related upgrades to its platform.
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