The Buzz, the Cloud and Product Intros: 2014 T3 Advisor Tech Conference
We may have reached a turning point where advisor tech decisions are less about software and more about navigating a patchwork of integrations.
AdvisorHUB’s Impact on Breakaway Broker Trends
The AdvisorHUB wirehouse comp app could be a real disruptor in the broker-dealer recruiting wars.
What’s More Lucrative: Wirehouse Package or Selling Your RIA?
Data from AdvisorHUB suggests wirehouse recruiting deals might well unlock more value than selling an RIA firm.
Top 3 Issues Advisors Will Face in 2014, Part 3: Demographic Dilemma
We may already be past the point of no return for the industry’s nascent train wreck: the advisor shortage. Plus, the bear-market wild card.
Top 3 Issues Advisors Will Face in 2014, Part 2: The Fiduciary Issue
Resolution of the fiduciary rulemaking by DOL and the SEC is possible, but more definite is an increase in RIA exams.
Top 3 Issues Advisors Will Face in 2014, Part 1: Robo-Advisors
In the coming year, we'll begin to see which robo-advisors will pull ahead of the others, and many will aim to refine their business models.
What High Client Acquisition Costs Mean to Serving the Masses
How the high cost affects planners’ economics, how big RIAs and robo-advisors are responding, and the possible impact of a fiduciary standard for all.
Why Financial Planning Can’t Be Offered to the Masses
In part one of a series, we explore the root cause for why advisors can’t extend services to more Americans. It's not what you think.
10 Ways Annuities Can Benefit Estate Plans
A principal goal of many estate plans is to provide income to heirs. This goal can often be achieved with immediate or deferred annuities.
If You’re a Generalist, Advisor, Your Days Are Numbered
The age of the specialist has begun. Advisors who want to grow and succeed from here must differentiate themselves further.