Added on April 2015 in Other Ideas
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Summary: Fidelity Clearing and Custody announced a new partnership Wednesday with FirstPoint Financial, a subsidiary of Mariner Holdings that specializes in wealth management for emerging affluent investors, to help registered investment advisors profitably serve younger and less wealthy clients.
Added on April 2015 in Other Ideas
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Summary: As technology becomes more nimble, commoditized and cloud-based, smaller firms seem to have gained an edge when it comes to serving their advisors.
Added on March 2015 in Other Ideas
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Summary: Two weeks after it launched Schwab Intelligent Portfolios, becoming the first custodian to launch an automated portfolio allocation service for retail investors, Schwab is making the technology the backbone of an account management tool for registered investment advisors.
Added on March 2015 in Other Ideas
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Summary: Not surprisingly, financial infidelity can destroy relationships, but advisers in some cases can help clients work through the problem. In other cases, however, more than just a financial professional is needed.
Added on March 2015 in Other Ideas
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Summary: RBC Wealth Management United States Wealth Report exam scores certainly hint that wealthy U.S. investors are crying out for a deeper relationship with their wealth managers. How then is it possible that financially, many advisors and firms are having record years?
