Says advisers might one day get client portfolio advice directly from asset managers.
Advisers need to look at other industries that have adapted successfully, Mr. Bruckenstein, the president of Technology Tools for Today, said at the Insider's Forum conference.
Internal memo details policies that discourage new advisers from using outside registered investment advisers.
Individuals and firms are donating time and money to help storm victims
With demand limited, most advisers outsource it to lawyers and accountants, but some see value in adding it to their menu of services.
Summit Financial ends 17-year relationship with Lincoln Financial.
Firms put contingency plans in place and RIAs hunker down as the water keeps rising in Houston. <b>(<b>More:</b>​ <a href="http://www.investmentnews.com/article/20170828/FREE/170829937/in-pictures-harvey-wreaks-havoc-across-texas http://" style="color:#b10816" target="_blank">Harvey in pictures: Storm wreaks havoc across Texas</a>) </b>
A good financial adviser — or, better yet, a team of them — would provide a sense of perspective and calm that would hopefully prevent this winner from following in the footsteps of so many past winners who wound up broke in just a few years.
From its origins with Lutherans, the world's largest fraternal organization now aims to serve 'middle America.'
With $243 billion in assets, CAPTRUST continues to grow on its own terms.
