Pulling Clients Away from the Panic Button
In a rapid market downturn, advisors have to suss out the motivation for wanting to sell, while remembering that, ultimately, a client's decision prevails.
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"BlackRock is potentially a very powerful partner for advisors," says Sean McDermott, Corporate Insight analyst. more »
RIAs can be an easy entry point for organizations looking to move dirty money and avoid other financial entities that have formal AML procedures in place, says FinCEN. more »
Salesforce launched a new platform to help advisors work more efficiently as the cloud computing giant pushes forward with ambitious plans to alter the RIA tech space. more »
"The D.C. metro area is a hot market," says Savant Chief Executive Brent Brodeski. more »
How can advisors quell nervous clients? Following Friday's market sell-off, Greg Friedman of San Rafael, Calif.-based RIA Private Ocean sent a memo to his clients. more »
Following a surprising multimillion-dollar deal, the industry is regaining an appreciation for tapping all of a client's financial data, an ability long relegated to personal finance management software providers. more »
Marzano Capital Group joins LPL-affiliated recruiting firm Independent Advisor Alliance. more »
The BIC exemption in the DoL’s fiduciary rule allows retirement plan brokers and advisors to continue setting their own compensation as long as they commit to putting their client’s interests first but some say it will impede brokers who want to work with small businesses. more »
The Bronfman-Highline deal is the 74th RIA M&A transaction this year, and is unlikely to be the last for the firm going forward. "We love this business…and we have capital," says Matthew Bronfman, chairman. more »
The acquisition of Yodlee, considered PFM's pioneering firm, would cement Envestnet's capability to serve an emerging demand for data aggregation and leveraging data insights and behavioral science in wealth management. more »
A Hilliard Lyons wealth manager goes the route of independence after spending than a decade in the employee channel. more »
After "deep consideration" and despite legal obstacles, Kimberly and Jeff Camarda say they still want to right "grave wrongs." more »
Robo fears are based on newer technology where the motivation is to replace people, says the CEO of Addepar. Its portfolio analysis platforms currently serve $300 billion in AUM, the firm says. more »
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