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'Not in any other industry': Hot topics at Morningstar
Experts grappled with the industry's biggest disruptors at the investment information giant's annual conference.
Wells Fargo to redesign asset management brand: News Scan
The firm hopes the changes reflect its image as a “powerful, innovative and unified provider” of investment products, according to co-CEO Nico Marais.
Third party marketers
CUSO grabs credit union program from LPL amid PE-backed expansion
In the first full year under Atria Wealth, the firm added programs from banks and credit unions with $7 billion in assets.
Fierce opposition greets states’ fiduciary proposals
Advisors and trade groups resist a patchwork of regulations, saying it would limit consumer choice and increase firms’ expenses.
Apple’s new credit card keeps advisors guessing
The question may not be if tech giants will become a force in wealth management — but what can possibly stop them?
Attack of the Twitter trolls? Many advisors slammed by social media blowback
Harassment, belittling, defamation and crass comments plague advisors in the online public eye.
Vanguard to launch its first active ESG fund: Fund Scan
The new product is expected to be the lowest-cost in the category.
$190M Wells Fargo advisor moves to Raymond James
Elena Milianta joined the firm’s Alex. Brown division, which caters to wealthy clients.