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Vanguard Loses Top Rank as Robo-Advisor …

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.

Hybrid Advisors Increasing Faster than R…

The growth of hybrid advisors outpaced registered investment advisors from 2012 to 2017, according to research from Cerulli. So reports ThinkAdvisor.

Edelman Brand Survives Merger with Finan…

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.

Latest 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.

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As most Americans age, health becomes their top concern, followed by family and finances, according to a recent study. So reports Financial Advisor Magazine.

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The growth of hybrid advisors outpaced registered investment advisors from 2012 to 2017, according to research from Cerulli. So reports ThinkAdvisor.

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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.

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Asset managers are aggressively seeking to calm investors in the midst of a steep equity market selloff.

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Practice Management

How to Serve Small Clients

For financial advisors, setting account minimums for clients can be a quandary.

Technology & Communications

How to Succeed at Online Marketing

Advisors seeking to succeed with online marketing should ensure that their websites are informative and easy to navigate and they should also ensure that their content is client-focused. So reports...

Regulatory & Compliance

Advisor Sentenced to 15 Years for Fraud

Darrell Smith, a former Iowa investment advisor, will spend nearly 15 years in federal prison for stealing $2.4 million from clients in order to finance operations of an ethanol plant...

Markets & Investments

Equity Selloff Could Influence Monetary …

The October equity selloff could signal that investors are concerned that stimulus from U.S. tax cuts and government spending will fade sooner than previously anticipated. So reports Reuters.

Retirement

Health is Top Concern for Aging American…

As most Americans age, health becomes their top concern, followed by family and finances, according to a recent study. So reports Financial Advisor Magazine.

News Roundup

Vanguard Loses Top Rank as Robo-Advisor …

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.

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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PMG360 is committed to protecting the privacy of the personal data we collect from our subscribers/agents/customers/exhibitors and sponsors. On May 25th, the European's GDPR policy will be enforced. Nothing is changing about your current settings or how your information is processed, however, we have made a few changes. We have updated our Privacy Policy and Cookie Policy to make it easier for you to understand what information we collect, how and why we collect it.

I accept Policy from this site.
EU Cookie Directive plugin by www.channeldigital.co.uk