Planning, merging and consolidation are the way to grow.
The growing popularity of holistic planning is pushing fees beyond a percentage of AUM.
Those on both sides of the argument are convinced they're right and that the integrity, respectability and internet searchability of the industry rests on a well-paced "e" or "o."
An InvestmentNews survey of more than 550 readers found that nearly 83% refer to themselves as an "advisor," versus 17% who call themselves an "adviser."
The research firm wants to launch sub-advised, in-house funds with lower fees that financial planners can throw into managed account portfolios.
Marketplace promises PE rarities: liquidity and lower investment minimums.
Replaces Bob Oros, who departed in January.
Hope and expectations for both corporate and individual tax reform are running high among financial advisers, many of whom believe real progress can get done as early as this year.
