Welcome to Financial Advisor IQ
Follow

February 6, 2017

Trump’s DOL Rule Directive Gets Mixed Reception from FAs
Independent advisors say it’s a marketing boon while big brokerages tread lightly.
Wealthfront Adds Automated Financial Planning Tool
Robo-advisor bets on pure digital advice as rest of industry embraces hybrid model.
Retiring? A Bank Might Buy Your Advice Practice
Succession planning concerns and the DOL rule could spur more non-bank-branch financial planning offices.
Most HNW Americans Lack Adequate Succession Plans
Close to a third haven’t made any preparations for transferring their wealth.
Senators Submit Senior Financial Protection Bill
The House approved the Senior Safe Act last summer.

Topics