Do Solo Advisors Have a Future? The industry has largely moved to a team model, but some advisors may finish out their careers as 'bachelors,' says John Taft, CEO of RBC's U.S. wealth management division.
RIA Leaders: Top 20 Firms for 2015 Over the years, Financial Planning has been striving to make the annual RIA Leaders list ever more rigorous, weeding out advisory firms that take commission, have registered reps, are owned by big stakeholders. This years ranking calls out the most successful independent, fee-only players who have been able to say no to the big offers -- at least so far.
Gold extended a rebound from the lowest level in six weeks after minutes from the Federal Reserves January meeting signaled many officials were inclined to keep interest rates near record lows for longer. read more »
Deutsche Bank said its working to boost its investment in green bonds to 1 billion euros ($1.1 billion), joining competitors including Citigroup and Barclays in tapping profit from the quickly growing market. read more »
As policy payouts soar to record levels, LTC industry professionals worry that advisors are falling short -- and offer up a few facts, forecasts and trends they think advisors should pay attention to. read more »