Welcome to Financial Advisor IQ

October 3, 2017

Average CEO Pay at Big RIAs Nears $800K: Fidelity
New benchmarking study breaks down compensation for 20 different roles.
BrokerCheck Is Facing Some Big Changes
The industry’s self-regulator is also considering allowing remote inspections of branches.
RBC Lures Top HighTower Talent Hunter
Company signals push to take recruitment “to the next level.”
Wells Fargo Rehires 1,800 As it Faces Calls for Closure
CEO apologies again for accounts scandal but a Democrat lawmaker says bank should be shut down.
What are the Biggest Obstacles to Wealth Preservation in Retirement?

We’re living longer. Medicine and health treatments are getting more expensive. Meanwhile market forces, spending rates and our psychological propensities can derail even the best-laid plans. What do you see as the greatest challenges to wealth preservation for your clients?