News Roundup (541)
Morgan Stanley Touts Benefits of WealthDesk, Its New Wealth Management Platform
- Friday, 23 November 2018
- News Roundup
- Written by PFA News
Morgan Stanley says its new wealth management platform, called WealthDesk, places the firm approximately four years ahead of its competitors in technology development. So reports Wealth Management. Read more...
Vanguard Loses Top Rank as Robo-Advisor to Fidelity
- Saturday, 10 November 2018
- News Roundup
- Written by PFA News
Fidelity’s robo-advisor outperformed Vanguard’s automated advisory platform for the two year period ended October 31, according to data from Backend Benchmarking. So reports Wealth Management. Read more...
Hybrid Advisors Increasing Faster than RIAs
- Saturday, 10 November 2018
- News Roundup
- Written by PFA News
The growth of hybrid advisors outpaced registered investment advisors from 2012 to 2017, according to research from Cerulli. So reports ThinkAdvisor. Read more...
Edelman Brand Survives Merger with Financial Engines
- Saturday, 10 November 2018
- News Roundup
- Written by PFA News
The combined investment advisor resulting from the merger of Edelman Financial Services and Financial Engines has been branded as Edelman Financial Engines. So reports Financial Planning. Read more...
How to Improve Diversity Among Planners
- Saturday, 27 October 2018
- News Roundup
- Written by PFA News
The CFP board should increase the number of minority planners by holding diversity summits, providing black and Latino leaders with opportunities to be more visible and connecting financial planning candidates with experienced planners through mentorship programs. That's according to Whitney Tome, principal of The Raben Group, which is a national public policy firm. So reports NextAvenue.
Read more...LGBTQ Investors Tend to Take More Risk
- Saturday, 13 October 2018
- News Roundup
- Written by PFA News
A recent study by Massachusetts Mutual Life Insurance has found that lesbian, gay, bisexual, transgender, queer or questioning (LGBTQ) Americans tend to take bigger risks when investing for retirement. So reports Financial Advisor. Read more...
Financial Advice Fees Are Falling
- Saturday, 13 October 2018
- News Roundup
- Written by PFA News
Some advisors now charge less than 1% of assets rather than the typical long-term fee that ranges from 1% to 1.5% of assets. So reports Barron’s. Read more...
How to Help Grieving Clients
- Saturday, 29 September 2018
- News Roundup
- Written by PFA News
Advisors should avoid overwhelming clients who have recently lost a spouse. So reports Barron's.
Understanding Exotic Cars Can Give Your HNW Biz a Boost
- Saturday, 29 September 2018
- News Roundup
- Written by PFA News
Understanding the basics of collecting exotic cars can go a long way in helping advisors build a business that serves high net worth clients. So reports Wealth Management. Read more...
Advisors Rethink Fees as Tech Platforms Gain a Foothold
- Saturday, 15 September 2018
- News Roundup
- Written by PFA News
The growing acceptance of low-cost technology platforms for investing is causing advisors to adopt novel approaches to fees. So reports TheStreet. Read more...
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