News Roundup (677)
Fidelity Teams Up with Robo-Advisor
- Sunday, 19 October 2014
- News Roundup
- Written by PFA News
Fidelity’s advisor platform called Institutional Wealth Services is offering its clients services from robo-advisor Betterment. So reports CNBC.
Read more...Hackers Using Email Information to Hoodwink Planners
- Sunday, 19 October 2014
- News Roundup
- Written by PFA News
Scammers are breaking into investors’ email accounts and obtaining information that they can use to try to convince financial planners to wire the investors’ money to them. So reports FinancialPlanning.
Read more...Wells Fargo Advisory Arm Profits Climb 22%
- Sunday, 19 October 2014
- News Roundup
- Written by PFA News
Profits for the wealth, brokerage and retirement division of Wells Fargo climbed 22% year-over-year for the third quarter. So reports Wealth Management.
Read more...Planadviser Announces Top Advisors
- Sunday, 19 October 2014
- News Roundup
- Written by PFA News
Joe Connell of Maple Grove, Minnesota, has been selected as the top retirement plan advisor in planadviser’s 2014 PLANSPONSOR Retirement Adviser of the Year ranking. So reports planadviser.
Read more...Bill Gross Issues First Commentary as a Janus Employee
- Saturday, 11 October 2014
- News Roundup
- Written by PFA News
In his first market outlook since joining Janus, bond king Bill Gross says his departure from PIMCO and his new job will allow him to have a simpler role that is focused on investing and serving clients. So reports ThinkAdvisor.
Read more...Scary Tricks Some Advisors Use Revealed: Forbes
- Saturday, 11 October 2014
- News Roundup
- Written by Chris Frankie
Failing to disclose conflict of interests when recommending investment products, encouraging clients to use home equity loans to buy annuities, and giving bad tax advice are just a few of the scary tricks that some advisors subject unsuspecting clients to. So reports Forbes.
Read more...Robo-Advisors Likely to Get Millennials Investing
- Saturday, 11 October 2014
- News Roundup
- Written by PFA News
By offering low fees and by accepting smaller accounts, robo-advisors may play a role in enticing millennials to start investing. So reports MainStreet.
Read more...Advisor Surrenders CFP Designation Over Fee-Only Dispute
- Saturday, 11 October 2014
- News Roundup
- Written by PFA News
Nigel Taylor, who is well known for efforts to protect the integrity of the CFP credential, is surrendering his financial planning designation in protest over the CFP Board of Standards' allegations that he has misused the term fee-only. So reports Financial-Planning.
Read more...Advisors Should Broaden Their Content Beyond Financial Topics
- Friday, 03 October 2014
- News Roundup
- Written by PFA News
With advisor blogs becoming common, it’s increasingly difficult for financial planners to provide financial content that will help differentiate their firms from competitors,. Other topics should be included when creating communications. So reports AdvisorPerspectives.
Read more...Clients’ Emotional Reactions Are Primary Challenge for Advisors
- Friday, 03 October 2014
- News Roundup
- Written by PFA News
In a recent Natixis Global Asset Management study of advisors, 90% of respondents said their biggest challenge in the coming year is dealing with excessively emotional investment decisions by clients. So reports ThinkAdvisor.
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