New FinTech Debuts at IMPACT 2015
New FinTech Debuts at IMPACT 2015
Nov 10, 2015
Thousands of financial advisors are hitting Boston this week for Charles Schwab Advisors Services’ annual IMPACT conference, which kicks off Tuesday. Cybersecurity, “big data,” and technology will all be major themes, and not just because Schw...
Schwab IMPACT Descends On Boston
Schwab IMPACT Descends On Boston
Nov 10, 2015
Close to 2,000 RIAs who custody at Schwab will descend on Boston for instruction and inspiration.
Schwab IMPACT 2014 Twitter Round-Up
Schwab IMPACT 2014 Twitter Round-Up
Nov 07, 2014
Joe Duran in his home in Newport Beach CalifPhoto by Joseph Llanes
United Capital Goes Paperless
Nov 06, 2014
United Capital Financial Advisors’ 50 offices will be completely paperless by the end of the year. From the client onboarding process all the way to being fully invested, clients won’t have to touch a piece of paper, CEO Joe Duran told...
Sallie Krawcheck: Majority of Women’s Money Going Unmanaged
Sallie Krawcheck: Majority of Women’s Money Going Unmanaged
Nov 06, 2014
Women will retire with two-thirds the assets of men, yet they will live six to eight years longer. And for affluent women, the majority of their money is unmanaged; it’s in the bank, said Sallie Krawcheck, former head of Bank of America...
Half Of RIAs Have Already Identified Successor, Schwab Study Says
Half Of RIAs Have Already Identified Successor, Schwab Study Says
Nov 06, 2014
About half of RIAs have a succession plan in place that outlines who will take over the firm. Moreover, of those firms who have procedures in place, 37 reported said their successors are “extremely prepared” to take the reins and lead the compan...
Drowning in Liquid Alts
Nov 05, 2014
Goldman Sachs recognizes 298 funds as true liquid alts, spread out over five broad categories
The Headwinds That Could Lead to a Global Depression
Nov 05, 2014
The emerging markets make up 90 percent of the world’s population, yet the world is still not convinced of their importance. But the emerging markets could be key to preventing a global depression, said Dr. Dambisa Moyo, economist and author...
Six Secrets to Building a Billion Dollar Firm
Nov 05, 2014
How do you become a $1 billion firm? In 2009, there were 300 independent advisory firms that had $1 billion in assets under management, according to the Alliance for Registered Investment Advisors. Today that number is past 700 and appears to be...
walt bettinger
Schwab: Don’t Be Afraid of Our Robo Offering
Nov 05, 2014
On the heels of Charles Schwab’s recent announcement that it would come out with an online advice platform, CEO and President Walt Bettinger assuaged advisors’ concerns at the firm’s annual IMPACT conference this morning...
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