Investment Monitor includes various technical measures, such as standard deviation, alpha and Sharpe ratios, and risk/return and style analysis for mutual funds from any provider. It aims to help financial advisers save time, cut down on administration duties, improve client relations, comply with regulatory mandates and differentiate themselves from competitors.
The flow of financial advisors to the independent channels is certainly accelerating. But the traditional brokerage giants still offer advantages for some teams.
With more than $8 billion in assets under advisement, Simon Quick can comfortably serve high net worth clients. And it's managed to get there without private equity.
UBS has unveiled AI video avatars of its analysts, aiming to increase video production and client engagement. Will financial advisors take the same route?
A McKinsey study highlights the growing financial power of investors who are women and underscores that financial advisors who ignore them risk missing out on a $10 trillion opportunity.
Qualified charitable distributions have surged in popularity thanks to a shift away from itemized deductions, but experts say there's more work to be done around client education on the underappreciated tool.
The annual SmartAsset study reveals how the industry extends far beyond Wall Street's geography.
