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Financial Advisor

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You Don’t Need To Be A Robo-Advisor To Market Like One

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Robo-advisors can teach every advisor about how the next generation of investors likes to work.

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TD Ameritrade Planning On Returning Fees To Clients Losing Money

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TD Ameritrade is working on a policy to return fees to managed account clients who lose money.

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How To Stand Out

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Advisors all make the same promises, say investors in a Pershing survey, so it's hard to tell them apart.

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Russian Stock Bulls Replace Bears In Latest Surge In ETF Inflows

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The biggest U.S. ETF tracking Russian stocks is luring the most money since March as investors bet the nation’s standoff with the U.S. and Europe is easing.

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Are Clients Getting 'PO-ed' By Their Car Insurance Company?

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Here's something advisors should be telling clients more often: Shop around for car insurance, because you may be getting ripped off.

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Aequitas Capital Launches New Unit To Invest In RIAs

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The new unit also aims to create a Tiger 21-style network for top RIAs focused on alternative investments.

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Credit Rater Profits Spared In SEC Rules That Police Conflicts

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Sweeping changes by regulators on the credit-rating industry will force firms to disclose more about their methods and prove analysts aren’t pressured to issue bond grades that please Wall...

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Financial Pros And Their Enlightening Tweets

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Tweeters provided great tips and statistics at the 5th annual Limra LOMA 2014 Social Media Conference for Financial Services.

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WBI Investments Launches 10 Actively Managed ETFs

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The funds follow the same strategies employed in the company's separately managed accounts used by financial advisors.

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Pennsylvania Broker Charged With Making Unsuitable Investments

by FA Staff

The Finra Enforcement Department has asked that a Pennsylvania broker repay $2 million in ill-gotten commissions.

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