Welcome to Financial Advisor IQ

May 21, 2018

Facebook and LinkedIn Creators' MFO Co-Founder Leaves to Launch Competing Firm
ICONIQ co-founder has broken off and started a rival multifamily office to compete for the same high net worth demographic.
FAs Reveal Secrets to Winning and Advising Americans Abroad
Advising U.S. citizens abroad means jumping hurdles to service them, but a prize waits for FAs that can.
Fidelity Partners with Amazon to Roll Out VR Financial Advisor
Experiment is Fidelity’s way of readying for popularity of virtual reality.
Kestra Nabs $300M FA Team from Wells Fargo Advisors
But advisor exits from Wells Fargo have finally slowed, according to an InvestmentNews analysis.
Three States Continue the Fight to Save DOL’s Fiduciary Rule
California, New York and Oregon ask Fifth Circuit Court to reconsider its refusal to let them in on a lawsuit challenging the best-interest rule.