@BlairHduQuesnay (1/2) I'm at an indie BD. Most concerned about how to deal with smaller accounts. Fees aren't practical for the advisor.
— dave_melling (@fedspecialists) February 24, 2015
• During that same speech, the president said he was proud of Sheryl Garrett, an adviser with an hourly fee business.
Obama gives shout-out to @SherylGarrett (a past member of the @cnbc FA Council) at event on DOL fiduciary standard.
— Jim Pavia (@jimpavia) February 23, 2015
• Advisers were abuzz when InvestmentNews published an exclusive on Morgan Stanley's Hunger Games-inspired video. Some took to Twitter to show their distaste for the firm's untimely sense of humor.
Awful Hunger Games parody video for MorganStanley mgrs. http://t.co/Oo3Ienzp0M What was this $70B co. thinking? HT @ReformedBroker
— Colin Camerer (@CFCamerer) February 24, 2015
Others poked fun at the company.
**CRINGE**. Morgan Stanley made a Hunger Games-inspired video. 50 Shades next? http://t.co/rTghrMfWzY
— Katie Martin (@katie_martin_FX) February 25, 2015
Chirayu Rana’s lawsuit has garnered massive attention on Wall Street.
Terrance L. Hayes was arrested April 20 and charged with two felonies.
People are living longer, but new research warns that many may outlive their savings.
Dr Jeffrey Roach says a 19th-century paradox explains why efficiency gains may lift labor demand.
According to Flyer Financial Technologies, rising portfolio complexity is exposing the limits of legacy infrastructure and widening the gap between automation and reality
According to Flyer Financial Technologies, rising portfolio complexity is exposing the limits of legacy infrastructure and widening the gap between automation and reality
In volatile markets, the advisors who win aren't the ones with the best calls - they're the ones whose clients stay the course.