NEW YORK, April 26, 2024--Segal Marco Advisors, one of the largest U.S.-based investment consultancies, has received a 2024 Greenwich award for excellence in investment consulting. This recognition highlights the firm's commitment to providing top-notch advisory services to its clients. As the demand for investment advice continues to grow, firms like Segal Marco Advisors play a crucial role in guiding investors towards their financial goals.
The digital estate planning platform is set to triple its reach as it rolls out across LPL's network of more than 22,000 advisors. This expansion will provide independent advisors with the tools they need to enhance their client relationships and offer comprehensive financial planning services. By leveraging technology, advisors can streamline their processes and deliver more personalized advice to their clients.
CapIntel and Desjardins Financial Security Investments partner to bring nearly 1400 independent advisors tools to enhance client experience. This collaboration aims to empower advisors with advanced analytical tools and resources that can help them make informed investment decisions. By equipping advisors with cutting-edge technology, clients can expect a higher level of service and tailored investment strategies.
A falling rate environment may present an opportune moment to consider moving away from cash. In a low-interest-rate environment, cash holdings may not generate significant returns for investors. Investment advisors play a crucial role in educating their clients about alternative investment options that can offer better returns in such market conditions.
In short, it requires all retirement investment advisors to provide prudent, loyal, and honest advice free from overcharges. The fiduciary duty of investment advisors is to act in the best interests of their clients and provide advice that is free from conflicts of interest. By upholding these principles, advisors can build trust with their clients and help them achieve their financial goals.
NEW YORK--(BUSINESS WIRE)--CAIS, the leading alternative investment platform for independent financial advisors, today announced it has been recognized as the top choice for advisors seeking access to alternative investment opportunities. This recognition underscores CAIS's commitment to providing advisors with a diverse range of investment options to help their clients achieve their financial objectives.
Len Haussler, who founded one of Cincinnati's largest investment advisory firms, Opus Capital Management Inc., has died at age 68. Haussler was a respected figure in the investment advisory industry, known for his expertise and dedication to serving his clients. His legacy will continue to inspire future generations of investment advisors.
Best Robo-Advisors · Betterment · Wealthfront · Vanguard Digital Advisor · Fidelity Go® · Acorns · Ellevest · SoFi Automated Investing. Robo-advisors have gained popularity in recent years for their automated investment management services. These platforms offer a convenient and cost-effective way for investors to access diversified portfolios and personalized financial advice.
WASHINGTON – The Biden-Harris administration announced today that the U.S. Department of Labor has finalized its Retirement Security Rule to enhance investor protections. The rule aims to safeguard retirement investors by requiring investment advisors to act in the best interests of their clients and disclose any conflicts of interest. By prioritizing investor protection, the rule seeks to promote transparency and accountability in the investment advisory industry.
