CLS Investments Combines with FTJ Fundchoice to Focus Business
FTJ FundChoice will combine with CLS Investments’ turnkey asset management platform business in early 2019
Recent
Fintech and Data Rules Could Fuel Client Competition
Right now, there is a lot of interest and investment in financial technology, with over $31 billion in global investment last year alone...
How to Prepare for A Tech-Vendor Switch
Advisors must consider many details when switching technology vendors, and proper preparation is key for a smooth transition
How to Avoid Financial Phishing Scams
Financial advisors are targeted by cyber-criminals because of the high value of financial data and the generally unsophisticated security at small firms,
Wells Fargo Advisors President Supports Common Fiduciary Regulation
The president of Wells Fargo Advisors...
Advice Standards Packages From the SEC and DOL Expected by September
The Securities and Exchange Commission’s advice standards package and the Labor Department’s revised fiduciary rule ...
Making the Most of Advisor Websites
Most advisors use digital marketing, whether it is an email newsletter, blogs, lead forms or LinkedIn...
