Want to Lure Millennials? Forget ‘Retirement Planning’
XY Planning Network co-founder Alan Moore, 27, talks with ThinkAdvisor about his generation, his monthly fee model, and why advisors should rethink "retirement."
United Capital Adds 23-Member Wealth Management Team
A Denver-based wealth management firm with $2 billion in AUM happily casts it lot with United Capital, becoming its biggest acquisition to date.
The Medium Is the Message, When the Subject Is Investor Protection
The Committee for the Fiduciary Standard suggests mainstream media have an important role in investor protection, but I wonder if the emphasis is misplaced.
Financial Technology M&A Deals: Will Advisors Win or Lose?
TA Associates and NorthStar; Fidelity and eMoney; SS&C and Advent—the list goes on. Here's how advisors can assess these deals' implications.
Advisors Mobilize for More Cybersecurity Threats
The buzz around cyberattacks was a hot topic at the T3 conference as the SEC and FINRA mull IT-related controls.
Why I’m Excited About My Newest Tech Purchase
With an eMoney subscription, I’ll be able to exchange data between my custodian and Morningstar Advisor Workstation and, I hope, seamlessly update clients' financial plans.
Advisory Firms Enter Robo Race
Heron Financial Group is one of a growing number of firms to add a digital advice platform as big names like Betterment court advisors.
6 Big Hack Attacks Targeting Financial Data: 2015
More than 500 million financial records were stolen last year, according to the FBI.
How to Sell Your ‘Invisible’ Services to Prospective Clients
A 1999 book by Harry Beckwith provides remarkable insights into marketing an intangible service like financial planning. Beware: they're not choosing you for your brilliance.
4 Cool Tech Tools Launched at T3
“If you can find your spouse online, you can probably find your advisor,” Schwab's Neesha Hathi said at the T3 conference.