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Critics Question Impact of CFP Board's Proposed Sanction Revisions

Critics Question Impact of CFP Board's Proposed Sanction Revisions
wealthmanagement.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from wealthmanagement.com Daily Mail and Mail on Sunday newspapers.

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The ironic outcome of Riskalyze's negative advertising attack on Orion's risk subsidiary is a boost in fortunes for both, though the flare-up may also have unhelpfully awoken a sleeping Morningstar

News, Vision & Voice for the Advisory Community
The Auburn, Calif., firm still holds an 85% market share, says Aaron Klein, and he also doesn t regret shining a spotlight on what he disparages as unfruitful guesswork . ....

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Wealthfront, in its sixth pivot as a firm, demotes its robo-advisor and puts 'decision-making power where it belongs,' with retail investors

Wealthfront, in its sixth pivot as a firm, demotes its robo-advisor and puts 'decision-making power where it belongs,' with retail investors
riabiz.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from riabiz.com Daily Mail and Mail on Sunday newspapers.

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Wealthfront, in its sixth pivot as a firm, reduces its robo-advisor's role and puts 'decision-making power where it belongs,' with retail investors

Wealthfront, in its sixth pivot as a firm, reduces its robo-advisor's role and puts 'decision-making power where it belongs,' with retail investors
riabiz.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from riabiz.com Daily Mail and Mail on Sunday newspapers.

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Is Cold Calling Dead? | ThinkAdvisor

What You Need to Know
It s “dead and buried and Merrill Lynch was the first one to attend the shiva,” says recruiter Danny Sarch.
But others say it will always have a small place in helping advisors build business.
Social media, referrals and more use of advisor teams are more effective than cold calling.
The widely reported recent decision by Merrill Lynch Wealth Management to bar its 3,000 advisor trainees from making cold calls as part of the firm’s new training program is perhaps the surest sign yet that if cold calling isn’t already dead, it’s getting there, according to industry experts interviewed by ThinkAdvisor. ....

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