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Despite an environment of, “Hey, go figure it out,” there are ways advisors can properly prepare clients, In|Vest attendees are told.
July 17
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The correlation between fees and performance is not “apples-to-apples when taking the funds’ underlying exposures into account,” an expert says.
July 17
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The beleaguered bank has suffered from attrition since a fake accounts scandal rocked the firm in 2016.
July 17
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Clients “want to participate, they want to co-create,” In|Vest conference attendees are told.
July 17
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MyVest’s Anton Honikman shares secrets of a successful partnership.
July 17
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The SEC’s 564-page rule shows the new disclosure could prove time-consuming, even vexing, for firms.
July 17
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The offering would mirror a similar move by Charles Schwab to offer clients a new pricing plan for its robo service.
July 16
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The bank has been slashing expenses, but executives acknowledged they remain high. Between having to hire thousands of compliance employees and waiting on the next CEO to be named, investments in new technology or other long-term growth are limited.
July 16
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The highest priorities are “ease of use” and speed, E-Trade’s CEO tells attendees at the In|Vest conference.
July 16
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The group cited "confusion" among certified planners sparked by passage of the SEC's less-strict Regulation Best Interest.
July 16
