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网页3 天之前 · Avoiding Surprises: When is it Time to Talk About Transitioning Wealth. While it can be a delicate subject, the earlier financial advisors start encouraging their clients to plan the decumulation of their wealth, the better the results. This is the first article in Financial Advisor IQ’s special report on generational wealth transfer.
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网页LPL Wins Praise of $535M FA Team Returning from Wells’ Indie Channel. Doug Lockwood, an advisor leaving Wells Fargo to rejoin LPL after eight years, touted the “care” of LPL from CEO Dan Arnold down to the firm’s transition and service team.
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网页3 天之前 · Charles Schwab said it's retiring its registered investment advisor robo platform, Institutional Intelligent Portfolios, and encouraged advisors to transition to a platform it had added as part of its 2020 acquisition of TD Ameritrade.. Schwab will stop opening new accounts on Institutional Intelligent Portfolios starting Nov. 15 and will shutter it entirely in 2025, according to an ...
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网页2 天之前 · Democratic Senator Elizabeth Warren of Massachusetts has taken aim at the insurance industry's kickbacks to agents and financial advisors, arguing that their prevalence demonstrates the need for the Department of Labor fiduciary rule that was stayed by a court this summer.. In an investigation of the industry launched in April of this year, Warren's staff found that at least 29 annuity and ...
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网页3 天之前 · And the long-term implications of "growing political discord" in the U.S. was cited by 77% of respondents as their main concern over the next decade, followed by rising cost of health care, cited by 67%, national debt, cited by 66% and U.S.-China relations, cited by 64%, according to the survey. Contact the reporter: [email protected].
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网页2 天之前 · September 27, 2024. Wells Fargo has reached a major milestone toward getting regulators to lift the asset cap imposed on the firm in the wake of the 2016 bogus-account scandal, submitting a review of its overhaul ordered by the Federal Reserve, according to news reports. Wells submitted the third-party review "behind the scenes," people ...
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网页The iShares hedged EAFE ETF took in more cash last year ($564 million) than its established unhedged stablemate ($422 million), according to FactSet data. Another former high-flyer hedged equity ETF — the $2.2 billion WisdomTree Japan Hedged Equity ETF — netted $106 million in new assets last year.
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网页2022年4月14日 · UBS, Vanguard, Schwab, Northwestern Top Investor Satisfaction. Overall, however, advisors are behind on delivering comprehensive advice, possibly as a result of relying too much on digital tools, according to J.D. Power.
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网页2023年11月2日 · UBS' financial advisors will see no downward change to their revenue-based pay grid in 2024 and are eligible for two new compensation incentives to spur client growth and boost banking business, according to a staff memo issued yesterday.. The 2024 compensation grid will remain largely unchanged from 2023, Jason Chandler, head of the bank's Americas wealth management unit, wrote in the memo, a ...
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网页2022年8月22日 · JPMorgan Wealth Management has rolled out a hybrid robo-advisor featuring unlimited video and phone access to advisors. The new JPMorgan Personal Advisors is fee-free for the first six months but afterward charges an annual fee of 0.6% for accounts with less than $250,000. The charge then drops to 0.5% for accounts between $250,000 and $999,999 ...