Welcome to Financial Advisor IQ

June 27, 2018

Healthcare Costs Worry Even the Affluent
Three-quarters of Americans over 50 earning over $150,000 annually are concerned about run-away healthcare costs.
All Special Designations Aren't Created Equal: How to Tell the Significant from the Suspect
FAs say obtaining special designations can be of great value … but only if advisors pursue the correct ones.
This is why the SEC doesn’t want to define “best interest”
This is why the SEC doesn’t want to define “best interest.”  Video [ 4:26 ]   Transcript  
LPL Hires UBS Exec to Head Business Development
Richard Steinmeier is replacing Bill Morrissey, who is retiring.
Modernizing Operating Models Is Key for Boosting Growth
Top-performing financial services firms are more likely to automate processes and outsource IT.
Merrill Lynch Boosts Its Finance Management App
Wealth management clients can now scan and email documents to their financial advisors.