Robo-Advisors: 3 Signs You’re at Risk; 3 Ways to Respond
The parallels between the dot-com craze and today’s robo-advisors are many. We debunk claims, list which advisors are vulnerable and remind you of your advantages.
The Case for Charging Both AUM and Flat Fees
Rather than an either/or solution, Deborah Fox's "AUM plus fees for specific services" model provides value to clients while smoothing the advisory firm's revenue stream.
For the Wealthy, It’s Hard to Find Good Help
Family offices are hiring household help for high-net-worth clients — but should they get involved?
LPL Sees Strong Hybrid RIA Growth Amid ‘Massive Consolidation’
LPL advisors can potentially save time and money using the company’s new Vendor Affinity Program, the firm announced Tuesday.
Financial Anxiety Hurting Servicemembers’ Health
First Command Financial Services finds 71% of middle-class military families have suffered a health issue in the last year commonly related to financial anxiety.
Estate Planning for the Modern Family: It’s Complicated, and Advisors Fall Short
Seventy percent of high-net-worth and affluent investors in a UBS survey said they felt financial advice was designed only for "traditional" families.
LPL Announces Robo-Advisor Plan
LPL will roll out a pilot robo program involving 20 advisors in the next 60 days, says President Dan Arnold.
Wealthy Americans Spend $13,000 a Year on Vacations: BMO Survey
Many affluent Americans will go on as many as six vacations a year, a BMO survey finds.
SMA Manager of the Year Duane Roberts on 'Impact' Investing
Can an investor do well by doing good? Dana Investment Advisor's Socially Responsible Equity Strategy's 10-year record puts the lie to the notion you have to give up returns for your principles.
ABLE Act Passed, but Many Questions Remain
For states deciding whether to host or contract a qualified disability savings account program, there’s a lot to consider.