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How to Find High-Net-Worth Clients

A handful of practices can help advisors become more successful when using referrals to capture high-net-worth clients. So report Forbes.

Advisor Title Can Be Deceptive: Report

A study of 25 brokers and insurance companies has concluded that the use of the title 'financial advisor' is frequently used for individuals who sell products rather than focus on...

M&A Activity Soars Among Independent…

An increase in retiring advisors, a strengthening economy, and an improvement in financing availability resulted in last year being the busiest year yet for M&A activity among independent wealth management...

Latest News

Morgan Stanley plans to cut its fees and make other changes that would be required under the Department of Labor’s Fiduciary Standard rule even though the requirement may be terminated by President Trump. So reports Bloomberg.

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The U.S. Department of Treasury has finalized rules that clear the way for using Qualified Longevity Annuity Contracts with retirement assets such as IRAs or 401(k) plans. So reports Cape Cod Today.

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A new bot created by advertising agency T3 automatically analyzes Donald Trump’s tweets and then shorts the stocks of companies that he criticizes. So reports Bloomberg.

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The Donald Trump presidency could potentially be a double-edged sword for investors.

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A handful of practices can help advisors become more successful when using referrals to capture high-net-worth clients. So report Forbes.

Read more

Practice Management

How to Find High-Net-Worth Clients

A handful of practices can help advisors become more successful when using referrals to capture high-net-worth clients. So report Forbes.

Technology & Communications

New Bot Trades Off of Trump’s Tweets

A new bot created by advertising agency T3 automatically analyzes Donald Trump’s tweets and then shorts the stocks of companies that he criticizes. So reports Bloomberg.

Regulatory & Compliance

Morgan Stanley to Cut Fees Despite Fiduc…

Morgan Stanley plans to cut its fees and make other changes that would be required under the Department of Labor’s Fiduciary Standard rule even though the requirement may be terminated...

Markets & Investments

Managing Risk as Investors Weigh In on T…

The Donald Trump presidency could potentially be a double-edged sword for investors.

Retirement

Texas Congressman Proposes Cuts to Socia…

As President Trump settles into his new gig, Washington observers are waiting to see if a proposal by Congressman Sam Johnson to cut Social Security benefits will gain traction. So...

News Roundup

Advisor Title Can Be Deceptive: Report

A study of 25 brokers and insurance companies has concluded that the use of the title 'financial advisor' is frequently used for individuals who sell products rather than focus on...

People

Brexit, Market Jitters Create Opportunit…

Financial advisors often promote their services by saying that they can help remove emotions from investing.

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