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Summary: Thirty years ago, Bob Veres gave me my first job as a financial journalist. Since then, I’ve grown to respect both his insight into the financial services industry and his commitment to the profession of independent advice. Over the years, Bob’s been right about a lot things: but like most of us, he hasn’t been right about everything.
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Summary:The RIA industry is on a growth trajectory that shows no signs of slowing, registered investment advisors attending a Schwab annual conference were told on Thursday.
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Summary: Independent registered investment advisors are optimistic about the state of the industry after a six-year bull market, according to new research from Charles Schwab Advisor Services, and firms named the adoption and integration of new technology as their top priority for growth over the next five years.
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Summary: Registered investment advisors are increasingly implementing cybersecurity policies as the number of cyber breaches against their firms jumps, according to a just-released poll by the Investment Adviser Association and ACA Compliance Group.
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Summary: Charles Schwab & Co. launched a second version of its automated investment service on Tuesday, this time a robo platform for advisers to implement within their own practices.
