“Our agreement with MPA will allow us to enhance the flexibility of our UMA offerings,” said Bob Peatman, managing director of national sales at FundQuest. “We have offered managed model-based UMAs since 2005. Now, with MPA’s overlay management capability, we will be able to offer completely customizable adviser-directed portfolio solutions. In addition, our clients will have access to sophisticated strategies for tax management as part of the overlay process.”
A new survey found artificial intelligence was a top compliance-related priority for 85% of firms responding, while cybersecurity was only a concern for 37%.
LPL saw its net income swell while considering price changes meant to lower payouts on client assets.
Client testimonials tend to carry a lot of weight in AI results for online searches for advisors. But most firms still aren't using them.
Many factors work against women when they're saving for retirement, such as lesser lifetime income and career breaks for caregiving. Here's how advisors can keep their roadblocks in mind when planning.
Charitable remainder annuity trusts can be helpful, but advisors should be careful to follow new guidance issued by the IRS and U.S. Treasury Department.
SEC data compiled by Paithos Research suggests that the massive growth of RIAs looks much different when compared to their small net new clients.
