In Search of the Best Financial Planning Software: MoneyGuidePro
Is MoneyGuidePro the right financial planning software for you? It's got many impressive features, for sure, but also a few drawbacks.
Fidelity’s Durbin: Betterment Deal Keeps Advisors ‘Front and Center’
Co-opting a robo-advisor like Betterment Institutional also provides an opportunity for RIAs to segment client base, says head of RIA custody unit.
Raymond James Tops Estimates in Q3, Private Client Profits Jump 55%
The company now includes 6,265 advisors doing business in different channels in the U.S., Canada and the U.K.
Top-Performing Firms Have Raised Fees: Tibergien
If you can demonstrate value to your clients, says Pershing Advisor Solutions CEO, then you can charge fees for services, not just on AUM.
Should the FPA Get Behind the CFP Board, or Go It Alone?
The FPA appears to be at a crossroads in its history, having to decide between two paths for its future.
Mobile Financial App Users More Likely to Report Big Returns: Fidelity
Plus, the majority say they do mobile investing and research in the bedroom or in front of the TV.
TD Ameritrade Reports Record Earnings for 2014; Advisor Business ‘Firing on All Cylinders’
TD Ameritrade execs talk to ThinkAdvisor about their earnings, how the firm lures wirehouse brokers and what they think of Schwab's new robo-platform.
Schwab to Unleash No-Fee Robo-Giant
Schwab Intelligent Portfolios for retail investors has minimum of $5,000; will roll out early next year, followed by an RIA version.
Can Financial Planning Be Profitable?
Here’s how I make sure I’m at least covering my costs, and my time, in creating a new plan.
How to Communicate Compliantly With Social Media
Social media can be a complicated subject, especially considering the variety of ways advisors can adopt and leverage the channel.