Last week, while Fidelity Institutional Wealth Services representatives talked about the results of their recently completed RIA benchmark survey, I just wanted them to skip ahead and discuss the online adviser dashboard.
Over 80% of investors said they have faith in their financial advisers; Congress, the Fed and the president -- no so much
Advisers unable to meet fiduciary obligation to clients with reduced capacity; 'document, document, document'
Go along with the program even if it's not prudent; 'co-sign dysfunctionality'
As Europe teeters on financial disintegration and U.S. equity markets end a volatile 2011 having gone nowhere, financial advisers are trying new end-of-year tactics to show client appreciation, cement ties and take care of traditional December business
Friday's <a href=http://www.investmentnews.com/dcce/20120210/18/18/ACTIVE_WEBCAST/2699718>webcast</a> on finding the right fit in an advisory firm covered <b>a lot</b> of ground and we hope you found it to be useful.
Fund managers snapping up shares of Google, other IT outfits; solid six-month run