Print | Close Window

Registration Required To View More Than 1 Article(s) in 30 Day(s).

Already registered?

Register for a free subscription to Financial Advisor IQ, a Financial Times service, written specifically for Financial Advisors. (All fields are required.)

  • There's no cost
  • Your information will not be shared without your consent
  • You get full access along with a daily news alert

CE Credentials
You can now earn continuing education credits by reading selected content on FAIQ's ThinkTank. Enter your credentials below to start earning credits.

Already a Financial Advisor IQ Reader?

Log in

May 17, 2017

Merrill Team Leaves to Protect Fee Flexibility
Opts for independence over another wirehouse to avoid home-office dictates.
Focus Financial Bulks Up with $16.5B RIA
Wealth-firm aggregator says it's made its biggest buy to date.
Finra Seeks Comment on Outside Business Rules
Outreach is part of comprehensive review of existing regulations.
CFA Exams to Put More Emphasis on Fintech
Expect more questions and a separate reading section on technology.
How To Explain Passive vs. Active to Clients
Hint: A good starting point is factor analysis.  Video [ 4:06 ]   Transcript