Financial Advisor IQ

Financial Advisor IQ (FA-IQ) is an emerging resource for financial advisors, brought to you by the Financial Times. FA-IQ provides valuable information, education, and connections for advisors, featuring daily updates on practice management and access to a wealth of industry insights from top fund companies.

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RIAs Rethink Hiring, Team Structures as Talent Shortage Looms

1 month ago | financialadvisoriq.com | Suman Bhattacharyya

With a widely anticipated shortage of financial advisors approaching, registered investment advisory firms face a difficult choice: Change how they find talent or risk falling behind. RIAs and researchers say demographics don't favor independent advisory practices, where an aging workforce struggles to attract next-generation advisors to meet growing demand.
Election 2024: Where Wealth Industry PACs Are Pouring Cash

Oct 31, 2024 | financialadvisoriq.com | Michael Taffe

Wealth management industry political action committees, or PACs, contributed a total of more than $13 million to political candidates and campaign committees between January 2023 and September of this year.
The trend in profitability is the friend of US stocks

Jun 4, 2024 | financialadvisoriq.com | Adam Parker

The writer is founder and chief executive of Trivariate ResearchMany investors are worried that the US equity market is expensive. The problem is that valuation worries alone are uninformative. After all, that was also the prevailing sentiment at the beginning of 2023, before the S&P 500 appreciated nearly another 40 per cent.
Crypto may have become boring, but it still isn’t legit

Jan 28, 2024 | financialadvisoriq.com | Jemima Kelly

It was easy to poke fun at crypto back in late 2022. The market had tanked by about two-thirds in the space of a year; many of the industry’s biggest companies and coins had collapsed into oblivion, their flagrant practices exposed; and the bubble that had driven receipts for pixelated images of apes (remember NFTs?) to sell for millions of dollars had burst.
Bank of America warns return-to-office laggards with ‘letters of education’

Jan 24, 2024 | financialadvisoriq.com | Madison Darbyshire |Stephen Gandel

Bank of America has sent “letters of education” to employees who have not been showing up at the office, warning them of disciplinary action, in the latest move from a large company to push staff back to the workplace. One of the messages said its recipient had failed to meet the bank’s “Workplace Excellence Guidelines” for work location “despite requests and reminders to do so”.
Fee war takes off in US spot bitcoin ETF applications

Jan 2, 2024 | financialadvisoriq.com | Joe Morris

Visit our ETF Hub to find out more and to explore our in-depth data and comparison toolsFidelity has found a basement for spot bitcoin ETF fees, pricing its proposed fund at less than half most other would-be registrants. The firm’s Wise Origin Bitcoin Fund will charge 0.39 per cent, compared with 0.8 per cent proposed by Ark and 21Shares as well as Valkyrie, according to an updated registration statement posted last week.
Wall Street megadonors warm to Nikki Haley as their anti-Donald Trump Republican

Nov 16, 2023 | financialadvisoriq.com | Alex Rogers |Brooke Masters

Nikki Haley’s strong performances in the Republican presidential debates have won over several of the party’s big donors and intrigued other Wall Street figures this week, as she swung through New York seeking moneyed backers who want an alternative to Donald Trump.
Citigroup reboots

Nov 15, 2023 | financialadvisoriq.com | Michela Tindera |Joshua Franklin |Stephen Gandel

In its early days Citigroup styled itself as a “financial supermarket”, a one-stop shop for all kinds of banking services around the world. But that plan has backfired in recent years. Stepping up to the challenge of repairing the bank is chief executive Jane Fraser, who announced her restructuring plan in September. The FT’s US banking correspondent Stephen Gandel and US banking editor Joshua Franklin discuss whether Fraser can turn the bank around, and if not, what happens to Citi.
Citigroup reboots

Nov 15, 2023 | financialadvisoriq.com | Michela Tindera |Joshua Franklin |Stephen Gandel

Print this pageUnlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. Your browser does not support playing this file but you can still download the MP3 file to play locally. In its early days Citigroup styled itself as a “financial supermarket”, a one-stop shop for all kinds of banking services around the world. But that plan has backfired in recent years.
Will Goldman Sachs’s big bet on wealth management work?

Nov 2, 2023 | financialadvisoriq.com | Joshua Franklin |Brooke Masters

A year ago Goldman Sachs chief executive David Solomon pinned his hopes for reviving the Wall Street bank’s stock market valuation on a newly merged asset and wealth management division. As Solomon has faced down unrest inside the bank, his job security may depend on it. Goldman executives said they “see a path” to generating a quarter of profits from the division by the end of 2025. AWM could contribute $4bn to $5bn in pre-tax earnings by then, president John Waldron told the Financial Times.