Advisor Perspectives
- Global Trade and the Unsustainability of Federal Debt
- Do Equity Hedge Funds Really Generate Alpha?
- How a High School Football Coach Landed NFL, MLB and NBA Clients
- A Bit About Bob
- Special Considerations for Senior LGBTQ Clients
- Retirement Strategies in Pictures
- Why Introverts Have an Edge in Converting Prospects
RIA Central
- News Roundup: Tax planning in demand, broker protocol raises questions, and succeeding in the retirement plan niche
- Build a strong foundation for client engagement
- News Roundup: Delegating practice management, legal tips for breakaways, and future retiree vulnerability
- Tips for creating a marketing activity tracker
- Make a Positive Impression on CPAs this Year—Especially at Tax Time
- 3 Tricks to Maximize Attendance at Your Next Prospecting Event
- Finra warns of scammers posing as regulators
FA Magazine News
- Goldman's $260 Billion Fund Manager Sees Private Equity Rush
- Ether, Ripple May Be Securities, Former CFTC Head Gensler Says
- Vanguard's $5 Trillion Low-Cost Revolution Heading To China
- Pimco Picks Austin For Next U.S. Office In Tech Push
- Chicago Advisor Gets 12-Year Prison Sentence For $5.2 Million Ponzi Scheme
- Advisor Firm In Australia Billing Deceased Clients
- Treasury 10-Year Yield Tops 3% For First Time Since January 2014
Financial Planning Magazine
- Ameriprise adds $294 AUM team
- Ameriprise wealth unit weathers higher expenses, rakes in bigger profits
- Best pay for the $400K advisor
- Invesco employee among Toronto terror attack victims
- Savings app Qapital nabs $30 million in funding, plans robo advisor
- Should more CPAs become financial planners?
- Vanguard's $5 trillion low-cost revolution heading to China
WealthManagement.com
- Corporate Donor on the Hook for $4 Million Charitable Pledge
- Family Well-Being Promotes Wealth Preservation
- The Future of Planning for Tangible Personal Property
- The IRS Refuses to Rule on These Topics
- Ameriprise Returns to the Banking Business
- FUND FLOWS: Investors Pour New Money Into Russian Equities
- FUND FLOWS: Investors Reverse Course, Pull Money from Japan
NAIFA
- NAIFA Supports Lengthening 90-Day Limit on Short-Term Health Plans
- SEC new rule: 'Regulation Best Interest'
- NAIFA Take 3 Video: Your Membership Strengthens Our Industry
- New NAIFA Center to Advance Thought, Awareness in Long Term Care
- NAIFA Advocacy Pays Off: Court Rules in Favor of NAIFA, ACLI, and Others in DOL Fiduciary Rule Suit
- ACLI, NAIFA Issue Joint Statement on Court's Fiduciary Rule Decision
- NAIFA Statement: Senior Safe Act Passes Senate
Investment News
- Labor Department says ESG investments aren't always `prudent'
- The unique nature of working with celebrity clients
- Ameriprise CEO James Cracchiolo welcomes new SEC advice rule
- Nevada broker sues Merrill Lynch over gender discrimination
- Wealthfront boots researchers off platform for violating terms of service
- Merrill Lynch fires Chicago star broker Bruce Lee
- UBS snags Wells Fargo vet for wealth management exec role
RIABiz
- As Thomas H. Lee Partners asserts itself, Dave Pottruck steps down as chairman of HighTower's board of directors
- After losing Lee Kranefuss and raising $10M, 55ip gets RIAs to buy Ph.D. smarts, though a critic calls it gussied-up market timing
- Capital One flunks 'RIA' bid with stunning rapidity but gets an A for 'failing fast'
- Five fully pregnant email subject lines and how they make investors open your RIA newsletter
- HighTower Advisors lands $4.5-billion RIA with help from bigger, better checkbook
- Advizr CEO reveals just how the lift-out of four Morgan Stanley breakaway engineers leapfrogs his plans ahead
- LPL Financial wages 'war' on Cetera, Securities America and Kestra after they pounced on NPH advisors in wake of sale
WSJ – Financial Advisor
- Voices: Lisa R. Hatcher, on Female Clients in Abusive Relationships
- Wealth Adviser: Poised for U.S. Stocks to Weaken
- Voices: Samuel R. Scott, on Blurring the Fiduciary Standard
- Wealth Adviser: Don’t Get It Wrong About the Rich
- Voices: Rand Spero, on Helping Young Clients Prioritize Savings
- Wealth Adviser: More Are Using Asset Protection Trusts
- Don’t Make This Mistake With Your 401(k)