InvestmentNews

InvestmentNews
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REGULATION AND LEGISLATION FEB 07, 2017
Fidelity survey finds advisers still focusing on DOL rule implementation

Almost half of advisers haven't slowed their compliance plans despite talk of delays

RIA NEWS FEB 06, 2017
Nearly 60% of Americans don't have wills

Most Republicans have one, but just 38% of Democrats do; two-thirds of parents with young kids are intestate

PRACTICE MANAGEMENT FEB 06, 2017
Time Inc. starts personal finance video venture

'Coinage' 90-second videos will run on 22 company sites, explaining investing and saving.

FINTECH FEB 06, 2017
PreciseFP now links to Wealthbox and Salesforce

Client data-gathering tool also links with Redtail and LaserApp

REGULATION AND LEGISLATION FEB 03, 2017
What you need to know now about Trump's plan to halt DOL fiduciary rule

The DOL is expected to prepare an updated economic and legal analysis concerning the likely impact of the rule.

PRACTICE MANAGEMENT FEB 02, 2017
Two wirehouse reps join forces at HighTower

Producers from Wells, Morgan Stanley managed $1 billion.

PRACTICE MANAGEMENT FEB 02, 2017
Yes, hiring financial advisers is tough

Pool of available talent can't meet demand, analysis finds.

RIA NEWS FEB 01, 2017
Boston-area acquisition creates $4.7 billion RIA

Adviser Investments buys Braver Wealth Management, creating 80-person firm

RIA NEWS FEB 01, 2017
Edward Scissorhands slices into business manager with fiduciary lawsuit

In a lawsuit that has ramifications for financial advisers actor Johnny Depp has sued his former business managers, The Management Group, claiming that the firm engaged in gross mismanagement, self-dealing and fraud.

2016 Innovator: Shirl Penney
RIA NEWS JAN 19, 2017
2016 Innovator: Shirl Penney

The firm he founded, Dynasty, is focused on the specialized needs of top RIAs across the country.