Welcome to Financial Advisor IQ

May 18, 2017

Football Star Says Ameriprise Rep Stole His Money
Cowboy vs. stealer: Dallas back says firm let FA bilk him out of $15 million.
Online Lender SoFi Rolls Out Hybrid Robo-Advisor 
Fees of 0.25% waived for accounts under $10,000 and anyone with an in-house loan. 
Fidelity Opens Managed Accounts to More Advisors
Those who don’t custody with the firm can use the custodian as fiduciary.
Wealth Firm Grows Its Business Through Education 
In-house, outside teaching puts principals in touch with prospects young and old. 
ESG is the Next Generation in Enlightened Investing
Clients shouldn’t have to choose between social and financial goals.