Intuit, the data aggregator that powers apps like Mint and QuickBooks, announced earlier this week it will shut down its Financial Data APIs.
Those who are 70 ½ and still on the job may be able to delay distributions from company plans.
The acquisition comes as the entire industry is waiting for the Department of Labor to release the final ruling on its fiduciary standard.
Modifying information could end up costing advisers money, which happened in one recent case.
The statement is targeted at direct-to-consumer platforms seeking registration in the state.
Many advisers and the firms they work for are still woefully unprepared for what lies ahead.
Those who are 70 ½ and still on the job may be able to delay distributions from company plans.
Called Salesforce Financial Services Cloud, the platform is the company's entry into the wealth management industry.
Fidelity Investments, the second-largest U.S. mutual fund company, will test an automated-investment service starting Wednesday on a small group of existing customers.
Wirehouse recently claimed it typically retains 40%-50% of client assets after an adviser leaves.
Automated online platforms are putting benchmarking metrics aside, and measuring success by how they help clients reach their financial goals.
If you enjoy the convenience of an iPad, this pair of apps can help save countless hours.
The president's goal is over a five-year period, with an increase of 11% for fiscal 2017. Taxes, including for capital gains, also would increase under the new budget proposal.
In the next year, it will add follower capabilities, a portal for adviser peers to share best practices, adviser video tools.
David Savir and Carlos Dominguez form Miami-based boutique Element Pointe.
Whether for prospecting or building the right staff, coaches should analyze what changes are required at both the personal and practice levels to bring success.
The percentage of assets the firm retains when advisers leave is double industry average
Responsibility for advice — even that which is incidental to a transaction — cannot be palmed off on an inanimate object.
Consider your new associate adviser an investment to be tenderly grown over time.
Data ownership is emerging as a hot topic in the financial advice industry.
