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Although roughly 40% of the actively managed industry beat their indexes, the worst-performers eked out an average gain of just 1.07%.
February 12
The 8,000-advisor IBD network will launch “a more robust hybrid offering” this year, Head of Wealth Management Tim Stinson tells Financial Planning in a new podcast.
February 11
Direct indexing, heightened competition and advisor tech platforms were just some of the critical details executives discussed.
February 7
Here’s what these companies are doing to attract and retain employees.
February 7
Entrepreneur Abraham Okusanya explains in the latest episode of Financial Planning’s new In|Vest Podcast how he’s trying to help firms and planners tackle retirement distribution.
February 6
They’re more expensive than their passive peers. But did they beat their benchmarks?
February 5
The companies on Arizent’s third annual list of Best Fintechs to Work For share an ability to create personal connections with employees, and offer top-tier benefits like generous sabbaticals, fully paid insurance, and parental leave on day one.
February 4
The recent moves display the stakes of the competitive recruiting fight, which has led to firms like AmeriFlex seeking to give advisors greater flexibility and resources.
February 4
Firms need to keep up with the dramatic increase in expectations for a better user experience.
February 3
In the latest episode of Financial Planning’s new podcast series, advisor Rachel Robasciotti discusses her activism around mandatory arbitration and relates the remarkable story behind her RIA.
January 30