OCTOBER 19, 2018

MY LIFE AS A CLIENT

Anne Field

To learn what everyday clients really think about their advisors and what all advisors can learn from them, we talked to Dan Hill, founder of Sensory Logic, a Minneapolis-based consulting firm that focuses on how emotions affect behavior.

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TECHNOLOGY

Riskalyze Launches Mobile App — and a New Metric

Samuel Steinberger

Riskalyze introduces its first new metric, GPA, that seeks to give advisors a framework to discuss investment returns in relation to risk profiles.

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The Daily Brief

ETFS

This New Active ETF Is Cheaper Than the Average Passive Fund

Diana Britton

PGIM's new large-cap core ETF provides an active strategy at a passive price.

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TECHNOLOGY

Advisor Actions On A Hearsay Trigger

Samuel Steinberger

Hearsay unveiled a new mobile solution for advisors that aims to streamline some of the data entry and action points in interacting with clients.

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INDUSTRY

LPL Snags $520 Million Firm From Cambridge

Michael Thrasher

Premier Investments of Iowa has grown by hosting local programming.

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