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UBS released its annual outlook for 2018 on Thursday that, among many insights from the bank's wealth management business, highlighted three portfolio risks investors face in the coming calendar year. The year 2017 was strongest for the global economy since 2011, with growth likely rising to 3.8 percent from 3.1 percent in 2016, and UBS expects global growth to continue at that rate in 2018. ...
Young Advisors Swept Up in Planning
Millennial advisors are more likely to adopt financial planning than both Generation X and baby boomer advisors, according to a new Cerulli Associates study. On average, these younger advisors offer 5.1 planning services, compared with 4.6 for Gen X and boomer advisors. ...
Envestnet's Tamarac Now Integrates With RightCapital
Envestnet's Taramac technology platform focused on boosting productivity is now integrated with RightCapital, a financial software company that offers advisor and client-facing financial and tax planning tools. RightCapital, which is only in its second year, has $20 billion in assets linked to the platform and is used by 1,300 advisors from more than 1,000 different firms. ... |
