News Roundup (677)
Married Couples Share Many Things, But Not Advisors
- Sunday, 05 June 2016
- News Roundup
- Written by PFA News
A recent Fidelity Investments study has determined that it’s not uncommon for individuals in marriage to continue to use their own financial advisors. So reports Reuters. Read more...
Asset Management Industry Facing Wave of Consolidation
- Sunday, 05 June 2016
- News Roundup
- Written by PFA News
Laurence Fink, who heads up investment firm BlackRock, says the asset management industry will experience a wave of consolidation. So reports Bloomberg. Read more...
Shareholding Activism Creates Long-Term Value
- Sunday, 05 June 2016
- News Roundup
- Written by PFA News
Many investors believe that shareholder activism provides only a short-term spike in equity trading prices, but a new study shows that results, including lean operations, can be long term. So reports Financial Advisor. Read more...
Brilliance Isn't Essential: Private Equity Bigwig
- Friday, 13 May 2016
- News Roundup
- Written by PFA News
Brilliance isn’t essential for successful financial professionals and, if anything, can be a characteristic that makes employees hard to manage, says David Rubenstein, founder of private equity advisor The Carlyle Group. So reports Business Insider. Read more...
LPL Taps BlackRock Tech for Robo-Advisor Launch
- Sunday, 17 April 2016
- News Roundup
- Written by PFA News
LPL has decided to offer Robo advice and has tapped technology from BlackRock Financial. So reports Reuters. Read more...
Robo-Advisor Betterment Raises Another $100M
- Friday, 01 April 2016
- News Roundup
- Written by PFA News
Robo-advisor Betterment has raised another $100 million in venture capital and plans to use the funding to build out additional advice products. Those include services on its 401(k) platform and additional features for use by financial advisors. So reports ThinkAdvisor. Read more...
Benefits of RIA Standards Debated
- Sunday, 13 March 2016
- News Roundup
- Written by PFA News
The registered investment advisor community is quickly growing as clients increasingly prefer working with advisors who comply with the fiduciary standard, says Bill Van Law, president of Raymond James’s Investment Advisors Division. So reports Financial Planning. Read more...
CFP Holders Earn More and Are More Trusted
- Sunday, 13 March 2016
- News Roundup
- Written by PFA News
Advisors with the Certified Financial Planner distinction tend to have higher levels of trust among clients and earn, on average, 20% more than other advisors, according to a study funded by the CFP Board of Standards and conducted by the Aite Group. So reports AccountingWeb. Read more...
Fidelity Developing Platform for Multiple Custodians
- Sunday, 14 February 2016
- News Roundup
- Written by PFA News
Fidelity is developing the “Total Advisor Platform,” which will serve as a single platform for Fidelity advisors, broker-dealers, banks and family offices, says Edward O’Brien, head of platform technology and senior v.p. at the firm. So reports Wealth Management. Read more...
Fidelity’s Deena Friedman is Bloomberg’s Stock Picker of the Year
- Sunday, 17 January 2016
- News Roundup
- Written by PFA News
Deena Friedman, who skippered the Fidelity Select Retail Fund to an 18.59% return in 2015, has been selected by Bloomberg as the stock picker of the year. So reports Bloomberg. Read more...
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