Blue Duck’s New Portal Capitalizes on Advisors’ Move to Wealth Management
RIA firms that specialize in wealth management are offering platforms to their advisors that support networking, training and connections.
4 Ways to Build Your Practice Through Social Media
Are your profiles optimized? Are you actually using them?
New AARP Tool Helps Investors Choose an Advisor
The Interview an Advisor tool walks the user through suggested questions to ask a financial professional.
AdvisorEngine Buys Cloud-Based CRM Platform Junxure
The move comes as WisdomTree pledges $30 million in funding for further growth and technology.
Being a Financial Advisor: It's Your Choice
Working in the investment-advice field is an exciting and potentially lucrative career; but do we really understand what the word 'professional' fully means?
The Ever-Evolving Financial Advisor
Advisors are a nimble bunch, which means they can keep offering clients more broad-based services that meet their particular needs.
Gen Xers Get Some Good Economic News (Sort of)
Their household wealth is rebounding from the Great Recession, but their "sandwich generation" status still haunts them.
Advisors Beware: More Fintech Regs, Enforcement Coming in 2018
Attorneys say blockchain, cryptocurrency and robo-advising are among the sectors to watch.
5 Trends to Watch in Fintech, Wealthtech and Regtech in 2018
What innovations and emerging competitors will we witness in the coming year?
Tax Plan Could Change How Wall Street Works
New legislation offers traded partnerships options for change; a key issue is whether becoming a corporation is worthwhile.