The Internet Broadcasting Co. has created a new Internet service that will help fund companies and defined contribution plan administrators deliver SEC documents to shareholders electronically. The service, called i-Fulfillment, is being marketed as a means of cutting down on mailing costs and sending compliance documents faster. "We can deliver those same materials faster and more reliably at a cost that is approximately 75 percent less than that of traditional distribution methods," Brad Levine, CEO of the IBC said in a statement. Levine says fund companies send 760 million pieces of mail to shareholders annually.
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Clients aren't just curious about estate planning, they're insisting that their advisors provide it.
10h ago -
The Ensemble Practice's annual growth and profitability report reveals a "scissors shape" between the two, based on a survey of more than 170 firms.
July 7 -
Retaining Bartholomew & Company comes as a big victory in LPL's bid to hold on to AUM and advisors from its acquisition last year of Commonwealth Financial Network.
July 7 -
Amid uncertainty with inflation and political concerns with midterm elections, the latest Financial Advisor Confidence Outlook shows that advisors have become more positive after a dip in June.
July 7 -
The federal scholarship tax credit is set to take effect on Jan. 1, 2027, with proposed regulations expected by the end of September.
July 6 -
As AI becomes increasingly integrated into RIAs and the financial planning industry, here are what advisors said can never be replaced by technical advances.
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