Welcome to Financial Advisor IQ

April 20, 2017

Wealthfront Now Offers Securities-Based Lending
The robo-advisor will provide customers with loans against their investments.
RayJay Adds Real-Time Client Updates to Planning Tools
“Longevity” planning and monitoring tools also provide greater flexibility analyzing returns.
HighTower Adds $175M Wells Fargo Practice
Addition marks sixth team to join HighTower this year.
Help Clients Avoid Charitable Planning Tax Surprises
Three important points to keep in mind for lowering your clients’ next tax bill.
OppenheimerFunds Launches New Channel for FAs
Hosted on FA-IQ, the channel is a hub for research and insights from the manager.
ThinkTank: Investing