How to Regulate Hybrid Robos
How should robos be regulated when they combine technology with human advice or sell their technology to advisors for use in their practices?
Can a Robot Be a Fiduciary?
A new regulatory model is needed for today's — and tomorrow's — robo-advisors.
Does Your Fee Schedule Need an Overhaul?
Commissions? Fees? Retainers? Why there is no such thing as the perfect fee schedule.
Educating Clients: How Advisors Can Go From Good to Outstanding
The advisor as teacher: why educating your clients is the missing piece of the advisor success puzzle.