Welcome to Financial Advisor IQ
Follow

September 7, 2017

Amid Tax Cut Debate FAs Eye Red Flags
As ‘consensus’ forms in four key areas, wary advisors start bracing clients.
Lawsuits Against Wells Fargo Keep on Coming
In the past week a European investment firm and two retail branch managers separately filed suits.
RBC Wants More Women Among Its Advisor Ranks
The firm has launched a “storytelling initiative” to attract more female advisors.
Citizens Bank Rolls Out Robo-Advisor
Bank partners with SigFig Wealth Management.
Opinion
Military Experience and Money
Why veterans make good advisors.

Topics