Displaying 7 results
Advisors increasingly rely on home office models, survey says
With more allocation tools at their disposals, advisors are focusing on planning and growing their businesses, Fuse finds.
PRO Act opponents target new bill that could curtail independent advisers
The bill, drafted by Senate Finance Committee Chair Ron Wyden, D-Ore., is aimed at reforming the unemployment compensation system, and could restrict use of the independent contractor classification. However, the proposed legislation lacks bipartisan support.
FSI opposes union organizing bill because of potential effect on advisers
A change in test governing whether workers are classified as employees or independent contractors could upend the business models of FSI members.
Record increases in assets and job growth for RIAs
Total assets under management were $97.2 trillion, a 16.2% jump from 2018, according to the Investment Adviser Association
Strategies of top-performing firms can help RIAs thrive
Whatever the future may hold, insights from Schwab’s 2020 RIA Benchmarking Study can help advisers position themselves for success
Will RIAs adapt fast enough to compete? Joe Duran, Michael Kitces debate
The industry icons expressed differing views on the future of advice during InvestmentNews’ FinTech Virtual Summit
TD Ameritrade says brokers are running out of reasons not to go independent
The semiannual study shows the breakaway trend is increasingly gaining steam
