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Summary: Nearly every speaker at SIFMA's Private Client Conference talked about it. Almost every panel was asked about it. What was the hottest topic this year? Robo advisors.
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Summary: Fidelity Clearing and Custody announced a new partnership Wednesday with FirstPoint Financial, a subsidiary of Mariner Holdings that specializes in wealth management for emerging affluent investors, to help registered investment advisors profitably serve younger and less wealthy clients.
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Summary: As technology becomes more nimble, commoditized and cloud-based, smaller firms seem to have gained an edge when it comes to serving their advisors.
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Summary: In the process, established and emerging robo-advisers have begun to mimic each other, either through similar features or by echoing statements ripping into their bigger competitors.
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Summary: Fee-based pricing is on the upswing after falling for several years and landing under 1% in 2013, a new report shows. Advisers charged an average of 1.02% on client assets in 2014, compared with 0.99% the previous year, according to a PriceMetrix Inc. report released Monday that analyzes transaction and account data of 40,000 advisers.
