BISA Portfolio
Fees for funds held in 401(k) plans continued their decline last year, according to a report published by the ICI. The average asset-weighted expense [6/20/2018]  » READ MORE

By Tony Cole, CEO of Anthony Cole Training Group

The exchange-traded fund (ETF) price war is intensifying and spreading. BlackRock last week cut the prices of 11 of its equity and bond ETFs with total assets of $50 billion. VanEck also lowered the c... [6/11/2018]  » READ MORE For the past three years through 2017, inflows into exchange-traded funds (ETFs) have topped inflows into mutual funds, but that trend may be changing, at least for adviser-managed assets. Pershing re... [6/9/2018]  » READ MORE

By Rich Blake

Two seemingly irreversible trends are reshaping the advisory industry. Fast-evolving technology is driving down the cost of personalized financial services, and r...
[6/14/2018]  » READ MORE By Rich Blake

The rise of digital commerce is not right around the corner — it’s here. The world economy is being transformed by financial technology (fintech), a large categor...
[6/7/2018]  » READ MORE By Rich Blake

With so much hype surrounding Bitcoin, the rise of virtual money ­— better known as cryptocurrency — is impossible to ignore. Even amidst plummeting valuations an...
[4/19/2018]  » READ MORE

A virtual currency called My Big Coin is at the center of a closely watched case that could determine whether the CFTC has the authority to combat fraud associated with cryptocurrencies. In January, t... [6/14/2018]  » READ MORE AARP is urging the SEC to offer tougher in its proposed investment advice to investors. The agency expressed concern that the rules would be confusing to savers and risk exposing them to conflicted ad... [6/13/2018]  » READ MORE Charles Schwab lobbyists plan to hit Capital Hill today with the message that the SEC is right not to include a fiduciary standard for brokers in its recent best-interest proposal. "This is not a fidu... [6/13/2018]  » READ MORE

Increase the ROI of Your People to Impact Your Financial Institution’s Bottom Line
The late Peter Drucker, known internationally as the “Father of Modern Management”, has a famous quote in his magnum opus Management: Tasks, Responsibilities, Practices (Harper Row, 1974), that says, “Leadership is lifting a person’s vision to higher sights, the raising of a person’s performance to a higher standard, the building of a personality beyond its normal limitations”. [9/7/2017]  » READ MORE
Building Better Customer Relationships by Asking the Right Questions
Last month, CNBC Portfolio Perspective featured an article by Sarah O’Brien who wrote that the financial services industry will become more “customer focused” and “a more ethical, value-oriented socially responsible profession over the next five to 10 years”. Per the article, regardless of what happens to the current DoL regulations under Trump, the industry will migrate this direction because of burgeoning awareness. [7/7/2017]  » READ MORE
Understanding the Era of the Digital Financial Life
A great reckoning with investors will soon confront financial institutions (FIs). Since the mid-1990s, the financial industry has made bold promises about how technology, the internet, big data and other revolutionary tools will transform all aspect of their financial lives. [6/28/2017]  » READ MORE

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