A Different Take on the Invasion of the Robo-Advisors
Beyond the hype, what are the investment approaches held by the biggest online advice providers, and which human advisors stand to lose?
New Hire Roundup: Janus Capital Adds Scholes, Alankar
Also in new hires, the SEC announced that Thomas Krysa has been named associate regional director for enforcement in its Denver office.
How Next-Gen Advisors Do Business; Seeking Better 401(k)s: July Research Highlights—Slideshow
The July 2014 issue of Research magazine looks at the future of financial advice from multiple angles. The cover story, "Next-Gen Advisors Have Arrived," profiles four up-and-coming young advisors in the Los Angeles area.
How to Succeed as an Introverted Financial Planner
Extroverts may be held up as the ideal—especially in financial planning, where it's all about relationships—but introverts have much to offer, especially to clients.
Coaches Corner: Use ‘Passion Prospecting’ to Boost Your Business, and Yourself
To find and attract prospects — and to re-energize yourself in the process — find your own passions and act on them.
New Hire Roundup: SEC Adds 2 Judges, 3 Attorneys
Also in new hires, Nuance Investments welcomed Chad Baumler as portfolio manager.
Honoring Advisors Who Serve(d): July 4th, 2014
On Fourth of July, ThinkAdvisor continues our tradition of honoring advisors and their partners who served in the U.S. armed forces and sharing their stories.
3 Ways Advisors Must Change to Survive Robo-Advisors
Financial planning is the anti-commoditizer, and therefore for the foreseeable future is the anti-robo-advisor value-add as well.
Kitces’ NPR Announces First CFP Exam Scholarship Winners
New Planner Recruiting's inaugural CFP Exam Scholarship awarded three recipients with an exam fee reimbursement for 2014.
LPL’s Largest Hybrid Is on a Wild Growth Tear
Independent Financial Partners CEO Bill Hamm explains how the firm increased AUM from $3.3 billion to $5.2 billion in a year.