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Summary: Invesco Ltd. announced this week that it will collaborate with Pershing to offer Jemstep Advisor Pro, the firm’s advisor-focused digital advice solution, to Pershing’s clients.
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Summary: Echoing the concerns raised by various agencies regarding the use of robos and their ability to be fiduciaries, 47% of investment professionals responding to the CFA Institute’s newest FinTech Survey said the quality of financial advice could be hurt by expanded robo use and another 38% of respondents said they thought investors could see higher rates of fraud and misselling.
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Summary: The most influential people in our lives are the advocates and educators who speak on our behalf and teach us how to stand up to the challenges we face. Advisors fill that role for clients as they guide them through the various challenges of their lives: retirement planning, saving for children’s education, creating a legacy to hand down to children and other beneficiaries.
Added on April 2016 in Other Ideas
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Summary: As planners, you are uniquely positioned to move peoples’ emotional stories with money from the horror genre to a genre that evokes more positive feelings. The way to do that is to help eradicate the stereotype of financial planners, embrace technology to help clients feel more comfortable, and to help clients see that life is full of problems and we need to anticipate and address them.
Added on April 2016 in Other Ideas
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Summary: Fidelity Clearing & Custody Solutions, the division of Fidelity Investments that provides clearing and custody to registered investment advisors (RIAs), retirement recordkeepers, broker-dealer firms, banks and insurance companies, today released the results of its 3rd bi-annual study on advisor movement. The study explored the motivations and experiences of advisors who switched channels, which Fidelity terms “Movers.”
