Welcome to Financial Advisor IQ

March 8, 2017

Clients Want More, Not Less, Portfolio-Level Data
Study shows being a good fiduciary involves more than just lower fees.
Merrill Exec Says Firm Seeks Diversity in New FAs
Advisor teams need diverse members to serve an increasingly diverse clientele.
First Midwest Bancorp Acquires $550M RIA
Chicago-based Premier Asset Management will operate as a separate subsidiary.
UBS Names New Head of Latin America Wealth Unit
The unit has lost at least a dozen advisors over the past year.
Who's Really Benefiting from Active Management Outflows?
Flows into ETFs from mutual funds are only half the story.  Video [ 5:35 ]   Transcript  
ThinkTank: Financial Planning