Will This ‘Secret Sauce’ Attract New Clients?
Mike Kaselnak coaches advisors to use “motivational interviewing” on their prospects. Is this the right way to expand a practice?
Can Advisors Handle Quantum Computers?
Powerful processors could reshape finance.
Robo-Advisors Will Offer More Opportunities Than Threats to Advisors
As robo-advisors continue to attract clients’ assets and venture capitalists’ dollars, some advisors may wonder if they’re a threat to their business.
Fidelity Finds RIAs Seriously Lag in Marketing, Business Development
The 2014 Fidelity RIA Benchmarking Study shows that many RIA firms need to address marketing and business development strategically.
Merrill Signs Ex-NFL Player to Head San Francisco Complex
Willie Thomas, a former Seattle Seahawk, has 20-plus years in the business and will lead nearly 200 reps.
How to Differentiate Services Across Segmented Client Tiers
You know you should segment your client base into tiers, how exactly do you do so the right way?
Vanguard’s Robo-Offering: Good for Advice, Bad for Advisors
Expert Michael Kitces weighs in on the pros and cons of the industry giant's latest plans.
In Search of the Best Financial Planning Software: A Road Block
I really like Thomson Reuter’s portfolio management platform, but if an agreement can’t be reached with my custodian, TradePMR, I’ll have some decisions to make.
Morningstar’s iPad App Aimed at ETF, Mutual Fund Investors
New apps, data integration offers more access and information to users.
Investors Say No to FINRA’s CARDS Plan
"Data from this survey reveals that investors have serious concerns about the CARDS proposal and the risks such a system could pose to their privacy," says SIFMA CEO Bentsen.