What Retiring Clients Need From Advisors (That Robos Don’t Do)
Clients and prospects need help planning for rising health care costs and dealing with Social Security issues, HealthView's Ron Mastrogiovanni says at RIIA event.
As Cybersecurity Booms, So Do Investment Opportunities
A report by Bank of America Merrill Lynch examined investment opportunities in the cybersecurity industry, which is expected to double in size by 2020.
The Indie Robo-Advisor: A Doomed Business Model?
Bigger competitors and growth-hungry venture capitalists are bearing down on software-only "eRIAs," but there may be a way out, Cerulli says.
SEC to Start Second Round of Cyber Exams, Issues Risk Alert
"All firms should carefully review this alert to see how they would answer these questions," says Brian Rubin of the law firm Sutherland.
Keeping Track of Client Accounts Efficiently
With a little coding help, when I download client account data from my custodian, all my client accounts now update automatically.
Fiduciary September: A Time for Client-Centered Advisors to Come Together
The brokerage industry speaks with one voice on the fiduciary issue. Why don't fiduciary advisors do the same?
Clearing Up Client Confusion Amid Market Turmoil
Here are a few things I’ve been telling — and showing — clients to allay their fears during this time of market volatility.
When a Crash Comes, Will Robos’ Clients Run?
The market will have to suffer a "bigger dip" than it felt last week to scare investors away, David Lyon of Oranj said.
SS&C Divides Advent Business, Taps Leaders for 2 Units
Wealth management, including the Black Diamond platform, will be run separately from asset management.
IRS Budget Cut Opens Door for Cyberattacks, Tax Cheats: Sen. Wyden
Wyden, ranking member of the Senate Finance Commitee, asks the IRS commissioner to make his case against a $470 million budget cut.