Bipartisan Bill Would Allow Electronic Delivery of 401(k) Statements
Receiving Electronic Statements to Improve Retiree Earnings (RETIRE) Act would cut out wasteful, expensive paper trail
FINRA, Herbers Offer 2 New Educational Opportunities for Advisors
Angie Herbers rolls out Beyond U for online training, while FINRA partners with Georgetown to offer a regulatory designation.
Innovation Is So Last Year. It’s Time to Execute.
The technology entering the advisory space in 2018 is likely to be existing tech, adapted to create new and better solutions for existing problems.
SEC Chief Clayton Issues Warning on Cryptocurrencies, ICOs
“If you choose to invest in these products, please ask questions and demand clear answers,” Clayton said on the day Bitcoin futures debuted.
Bitcoin Goes Bonkers, and So Does Twitter
As the roller coaster ride continues, all most of us can do is sit back and watch. And tweet.
Good Client Experience Really Is About … the Clients
Prospects and clients should feel that your firm was created to serve clients just like them.
Benefits and Roadblocks to Blockchain Adoption by Wealth Management
Given blockchain’s potential significant impact, many firms are beginning to dedicate resources to understand and integrate this technology.
Celebrity Advisor David Bach Launches ‘Business in a Box’ for Advisors
If your advisory business today has “below $25 million in assets ... you will be out of business in five years,” Bach told ThinkAdvisor.
Will Bitcoin Fever Push 2018 Price to $20,000? $100,000?
Advisors will have to decide how to handle the increasing client requests to buy into the cryptocurrency.
Alan Moore: What Do Younger Advisors and Clients Want? Each Other
The XY Planning co-founder tells ThinkAdvisor how he defied the conventional wisdom that people under 50 don't pay for financial planning.