Industry

Industry news, trends and analysis.

Enter your email above to receive messages about offerings by Informa, its brands, affiliates and/or third-party partners, consistent with Informa's Privacy Statement.

Leave this field blank

Fidelity Goes to Zero Fees for New Index Funds

Aug 02, 2018

The changes could make the company more attractive to advisors looking for the cheapest, broadest market exposure.

Carson Group Levels Up

Aug 01, 2018

Carson Group adds dedicated chief marketing officer, acquires a marketing firm and outlines details on its quest to become a national brand.

RIAs Need This Much in AUM to Remain Competitive

Aug 01, 2018

A study by Advisor Growth Strategies and Dynasty Financial Partners found that firms were more profitable with the more shared services they used.

Vanguard’s Zero Commission Challenge for RIA Custodians

Aug 01, 2018

Vanguard’s move to eliminate commissions on ETFs is a challenge for the big RIA custodians, even as the firm denies it’s moving back into the business.

RIA Deal Activity Slumped in Second Quarter

Jul 31, 2018

There were only 32 deals this spring, but the slowdown is not expected to persist.

Morgan Stanley to Pay Advisors to Use Its Technology

Jul 31, 2018

The brokerage invested heavily in technology; now it’s got to get its advisors to actually use it.

CFP’s Diversity Summit Gains Merrill Lynch Sponsorship

Jul 31, 2018

Merrill Lynch recently became the leading employer of CFP professionals in the U.S.

WeWork Will Renovate UBS Office in Its Biggest Design Deal

Jul 31, 2018

The co-working startup is moving to reduce expensive office leases and instead help companies redesign and run spaces they already inhabit.

Rockefeller Capital Management Adds GE Exec to Lead Talent Acquisition

Jul 30, 2018

The firm has gone outside the financial services arena for a high-profile hire in a push to meet $100 billion AUA goal.

Merrill Lynch Team Managing $930 Million Joins Dynasty Financial Partners

Jul 30, 2018

Wyeth Private Wealth focuses on clients’ retirement planning.

Load More
first
previous
1
2
3
4
5
6
7
8
9
…
next
last