Schwab’s Hathi: What Clients Expect Now
Mobile tech changes the way we think and do business. Why wouldn’t it also change what clients expect from their advisors?
Schwab’s Bettinger, Clark: RIAs Must Evolve; Robos in ‘Top of the First’
Welcoming attendees at biggest-ever Impact, Schwab CEO and RIA chief explain robo-advisor strategy and call on RIAs to embrace the challenge of “Generation Now.”
6 Secrets to Becoming a Billion-Dollar RIA Firm: aRIA
The Alliance for RIAs has released a detailed outline on how independent financial advisors can reach and surpass $1 billion in AUM.
Ben Bernanke and George W. Bush Highlight Schwab Impact 2014
Schwab Advisor Services annual conference expected to attract 1,700 advisors for a collaborative learning experience (with entertainment by Train).
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.
Could FPA’s Waning Power Lead to Its Untimely Demise?
Its membership has shrunk even as the number of CFP certificants has risen. The FPA is at a crossroads.
82% of RIAs Expect Boost in M&A Deals: TD Ameritrade Survey
Yet only 8% say they really expect to complete tuck-ins of advisor teams this year.
LPL Q3 Earnings Meet Lowered Estimates as Profits Fall 12%
Average production per advisor drops from Q2, but assets tied to RIA relationships strengthen.
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.