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Asset managers stand to gain from an SEC-approved ETF structure since “selection of securities is the intellectual property for which they are paid fees.”
January 10
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A succession strategy doesn't have to be set in stone, writes columnist Carolyn McClanahan.
January 10
Life Planning Partners -
Our industry is one of the few that’s barely experienced pricing pressure ... so far. Here's how to assure you keep providing value to clients.
January 10
Momentum Advisors -
Ill-prepared investors are advised to vigorously plan their expenses and aggressively save in their 401(k)s and IRAs.
January 9
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The accounts will be managed through Wealthscape, allowing advisers access to their client’s finances to help manage rising healthcare costs.
January 9
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The partnership will likely help both industry titans with their long-term strategic plans.
January 9
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The No. 1 IBD adapted the Envestnet planning software to its digital advisor workstation as it looks for ways to maximize advisors’ efficiency.
January 9
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Developing a comprehensive plan can help "avoid the negative compound interest effect in a declining market."
January 8
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Deals by the holding company’s partner firms combined for over $5.5 billion in AUM last year.
January 8
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SEC-mandated disclosures for dual registrants could put clients off brokerage options, some suggest.
January 8
