Fidelity Partners With Robo-Advisor LearnVest
Deal will give Fidelity IWS, National Financial advisors ‘preferred pricing’ and educational tools to reach ‘emerging’ and mass affluent clients.
LinkedIn Yields Next-Gen Wealth Transfer Clients
Advisors are using LinkedIn to successfully reach younger wealth-management clients, says the National Bank of Canada and Hootsuite.
Hispanic, Minority-Owned Businesses an Untapped Advisor Opportunity
Advisor James Perez-Foster encourages advisors to start serving this fast-growing small business segment, as he has done with much success.
In Search of the Best Financial Planning Software: My Choice
As my practice has grown so has my need for a better financial planning tool. I think I've got one, if a few details can be ironed out.
4 Lessons Peyton Manning Can Teach Advisory Firm Owners
Once a firm owner decides to grow the firm beyond some clerical help, a successful advisory firm is a team game.
9 TED Talks Every Financial Advisor Must Watch
The ClientWise team has compiled their favorite, most inspirational and funniest TED Talks yet!
6 Ways to Lure Clients Graduating From Robo-Advisors
When investors outgrow automated advice, they’re going to look for a certain kind of advisor.
A Financial Planning Christmas Carol
A cautionary tale about the future of this profession. Beware, ghosts abound!
The SEC Is Broken
A decades-old law and the origin of new commissioners stymies consensus building and rulemaking at the Securities and Exchange Commission.
You (Sometimes) Get What You Pay For
Two subjects tend to surface around this time every year: compensation and valuation.