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Custodians/Fee Only Articles
The Financial Advocacy Network supports four independent advisory practices with a total of approximately $450 million in client assets.
Triad Advisors has a new platform to assist fee- and commission-based independent financial advisors with regulatory and compliance issues.
TD Ameritrade is preparing to launch what it says will be the first Web site to match college students with financial planning jobs and internships being offered by advisory firms.
Cetera Financial Group launched its fifth annual Wealth Management University event in Las Vegas this morning with almost 200 advisors attending.
Advisors and organizations that fail to address these issues will lose opportunities at best and suffer consequences at worst.
Advisors have over on average $42 million invested in mutual funds, up from $36.8 million a year ago, but they're working with fewer asset managers, according to a new report.
Seventy-four percent of advisors want more resources to help communicate their value to clients, as many feel the need to justify their fees, says Russell Investments.
Hauser Wealth Management has joined the firm from UBS.
Charles Schwab & Co. is suing a former advisor employed at the firm for alleged theft of confidential client information.
Large RIAs want to create firms with expanded ownership, institutionalized management practices and greater depth of service, according to Schwab Advisor Services' eighth annual benchmarking survey.
Financial Advisor Blogs
Portfolio Manager Insights
In the face of a relentless bull market in equities, advisors have the difficult task to justify balanced allocations. Here's some help. + Read more
A few economists are reviving a theory that has been oddly omitted for 50 years, says this commentator. + Read more