How Motif Investing Is Targeting Advisors Motif Investing has launched a platform for advisors to more quickly and efficiently rebalance client portfolios. The firm's founder Hardeep Walia talks about why this tool may help advisors connect with younger generations and succeed with intergenerational wealth transfers.
A U.S. probe into how Morgan Stanley client information ended up for sale on the Internet is examining whether a financial advisor was targeted by hackers after he took data from the bank, two people briefed on the inquiry said. more »
President Obama has proposed payroll taxes be reshuffled so the portion that pays for the disability fund would be increased by nine-tenths of a percentage point, but Republican lawmakers want changes to address Social Security's overall financial health. more »
Following the success of her latest album and landing three Grammy nominations this year, the megastar's net worth is in the untold millions. With a Merrill Lynch advisor for a father, it begs the question: who is advising the pop star? more »
Bank Investment Consultant is a wealth management magazine dedicated to financial advisors in the bank channel. The print magazine comes out monthly along with a host of emails and updates that come out daily and weekly. It is published by SourceMedia.