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Fidelity updates Wealthscape with paperless account opening
Fidelity says the new experience will reduce the number of pages needed to open an account by 75%
Asset managers lock horns over potential $7 trillion opportunity
Big fund companies are competing to promote a new type of actively managed ETF
Shake-up at eMoney Advisor
The financial planning technology vendor is losing two executives from its sales team and refocusing development on its core products
M&A in 2019 hits record for RIAs, but many sellers overvalue firms
The number of deals increased by more than 30% last year, and it's a seller's market
More consolidation coming in online brokerage market
Firms need large cash on hand to make up lost commission revenue
Brand-name loyalty is not always the best investment strategy
Advisers are too focused on the largest and most popular fund companies, according to Cerulli research
Fidelity rollout of separately managed accounts seen as defensive move
The asset manager will debut five direct-to-adviser SMAs strategies.
BofA puts final nail in the coffin of commissions on Merrill Edge platform
The $225 billion digital platform dumps trading costs to stay competitive
RIA M&A in 2020 to look a lot like 2019: Fidelity’s Canter
This year will close with about 200 large RIA deals, a number that will probably be reached in 2020 as well.
Rival custodians circle Schwab-TD deal, looking for clients
Fidelity sends solicitation letter to thousands of advisers.
Does a Schwab-TD combo create a Walmart of financial planning?
Custodian competitors see opportunities and risks resulting from the $26 billion deal.
What a Schwab-TD combo could mean for advisers and the custody business
The pros and cons of one firm potentially owning more than half the industry's custody business.
401(k) plans are an illusion
The participants are what matter, not the plan
There’s a ‘turf war’ coming in financial advice
Financial advisers may find it harder to compete as large firms encroach more on mass-affluent customers, says Fidelity's Michael Durbin.
Fidelity report warns boomers to ease up on stocks
More than a third had crossed Fidelity's 70% threshold for those 10 years from retirement.
Wealthy amass record $121 billion in tax-sheltered accounts
More than $37 billion flowed into donor-advised funds last year as tax reform increased interest.
For ETFs, there’s a dark side to zero-cost investing
Funds that eliminate management fees have to figure out how to pay for such expenses as record keeping and licensing an index.
Robo adviser SRI portfolios outperform traditional investing styles
New report from Backend Benchmarking provides good news for the outlook of sustainable investing.
Fidelity to launch program for 401(k) participants to draw down accounts
Rollout comes as retirement income has emerged as a primary challenge in the 401k) market.
Navigating the RIA ecosystem
Firms that maintain open architecture and touch points will endure and grow.
