American Portfolios Rolls Out New Tech Platform at Conference
The independent broker-dealer says HomePort now serves as the base for its proprietary and integrated web services.
Need to Know Your Clients Better? Try Playing a Game
UC Berkeley professor Shachar Kariv tells ThinkAdvisor how his software gamifies the task of understanding clients’ true risk tolerance.
For Clients Selling Their Businesses, M&A Can Get Messy
Determining the anticipated proceeds of the sale of a client's business is not always as simple as it seems.
80% of Millennials Want Professional 401(k) Advice: Schwab
Millennials are more confident than older investors about making financial decisions, but they are also open to advice, Schwab found.
Wells Fargo Finally Launches Its Robo-Advisory Service
Intuitive Investor is available for clients with a minimum $10,000 in assets for a fee of 50 basis points.
‘Financial Caregiving’ Is Widespread and Expensive
"Financial caregiving" is a near-universal part of elder care but has remains largely unexamined. Merrill and Age Wave studied more than 2,000 caregivers.
Global Investors Flock to ESG
Schroders ranks 30 countries on their adoption of sustainable behaviors and investing.
It’s Complicated: Exploring the Advisor-Client Relationship
Financial advisors are to a person’s financial life what physicians are to a person’s physical life. But it's much harder to argue with a physician.
Bruckenstein, Welsh to Offer Top Tech Tips for Advisors
Nov. 2 webinar will highlight what IT insiders think about CRM, cybersecurity and other issues influencing financial advisors and their business-growth plans.
12 Pieces of Advice for Divorcing Clients and Their Children
If your client is separating from their spouse, help them keep their children from becoming casualties.