XY Planning Founders Launch Compliant Payment Processing for Advisors
Michael Kitces and Alan Moore want to help fee-for-service advisors say goodbye to paper checks with AdvicePay.
After Advisor Outcry, TD Ameritrade Delays New Fees on Popular ETFs
TDAI president Tom Nally tells ThinkAdvisor that the original timeframe for the transition period was a “miss on our part.”
How to Cope With Today's Low-Return Markets and High-Expectation Clients
The low-return environment is the talk of the town. What's an advisor to do?
A Glimpse of the Future of Annuities
Lower commissions and the continued decline of VAs are among the likely effects of the DOL fiduciary rule and other market forces.
Fidelity’s eMoney Deal Will Help It Compete With Robo-Advisors: Kitces
The personal financial management software could offer a "potential treasure trove" of insights to Fidelity, Michael Kitces says.
Vanguard’s Robo-Offering: Good for Advice, Bad for Advisors
Expert Michael Kitces weighs in on the pros and cons of the industry giant's latest plans.
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.
TD Ameritrade Fee Rebates: A Win or a Loss for Investors, Advisors?
Industry experts Lou Harvey and Michael Kitces weigh in on TD and Schwab's moves to support model portfolios.
In Financial Data, Small Is the New Big
While big data is here to stay, forward-thinking advisors are finding a wealth of relevant information right in front of them.
More Than 1,000 Advisors Attending Morningstar Conference; Gross, Asness Highlight Speakers
Also, Rick Ferri will dialogue with Chris Brightman of Research Affiliates—beehive of smart beta—on alternative indexing: desirable for honey or dangerous for its sting?