In Search of the Right Portfolio Analysis Tool: Kwanti
Kwanti is an excellent portfolio analysis tool, and its price is right.
Schwab Finds Women Hold Almost Half of RIA Jobs but Have Little Equity
Schwab finds that about 46% of the RIA work force is female, but less than 20% of employee equity ownership goes to women.
TurboTax and CPAs: Lessons for Planners on Robo-Advisors
Our view: Financial planning will turn out to be the wooden stake in the heart of digital advice platforms.
Social Media No Longer an Afterthought for Advisors: Putnam
Putnam survey finds 81% of advisors using social media, and 79% report getting new clients, with average assets gained of $4.6 million.
What Retiring Clients Need From Advisors (That Robos Don’t Do)
Clients and prospects need help planning for rising health care costs and dealing with Social Security issues, HealthView's Ron Mastrogiovanni says at RIIA event.
As Cybersecurity Booms, So Do Investment Opportunities
A report by Bank of America Merrill Lynch examined investment opportunities in the cybersecurity industry, which is expected to double in size by 2020.
The Indie Robo-Advisor: A Doomed Business Model?
Bigger competitors and growth-hungry venture capitalists are bearing down on software-only "eRIAs," but there may be a way out, Cerulli says.
SEC to Start Second Round of Cyber Exams, Issues Risk Alert
"All firms should carefully review this alert to see how they would answer these questions," says Brian Rubin of the law firm Sutherland.
Keeping Track of Client Accounts Efficiently
With a little coding help, when I download client account data from my custodian, all my client accounts now update automatically.
Fiduciary September: A Time for Client-Centered Advisors to Come Together
The brokerage industry speaks with one voice on the fiduciary issue. Why don't fiduciary advisors do the same?