Should You Outsource Your Investment Management?
Depending upon which studies you look at, somewhere between 25% and 50% of all advisors outsource some or all of their investment management functions.
Can a Robot Be a Fiduciary?
A new regulatory model is needed for today's — and tomorrow's — robo-advisors.
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?
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.