Added on October 2014 in Other Ideas
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Summary: The coalition, made up of Certified Financial Planner Board of Standards Inc., the Financial Planning Association and the National Association of Personal Financial Advisors, says there are insufficient regulations for financial planners and members of the public are the ones being hurt because of it.
Added on October 2014 in Other Ideas
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Summary: Betterment, the four-year-old robo-advisor, announced Wednesday the launch of Betterment Institutional, which will provide advisors with a self-branded, automated platform to serve existing clients and attract new clients with Betterment’s investing, tax harvesting and automated rebalancing offerings.
Added on October 2014 in Other Ideas
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Summary: A majority of Americans nearing retirement are eyeing financial advisors for help with planning for the costs of health care.
Added on October 2014 in Other Ideas
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Summary: Custodians, those longtime third-party guardians of customer securities, are launching new products that give traditional registered investment advisers the technology to compete against so-called robo-advisers.
Added on October 2014 in Other Ideas
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Summary: Each year, InvestmentNews' benchmarking series looks at how top-performing firms rise above market conditions and industry competition to set themselves apart. This year's study — the InvestmentNews 2014 Financial Performance Study of Advisory Firms — is no different.
