Is Going Robo the Secret to Growing Your RIA?
As Tina Powell of Beacon Wealth launches SheCapital, an automated service for women, experts discuss how, and whether, to use robo-advice to reach more clients.
BlackRock Snaps Up FutureAdvisor: Could Wealthfront or Betterment Be Next?
As the fifth-largest robo-advisor is bought, “all eyes are now on Wealthfront and Betterment” as the next acquisition target, advisor techie Bill Winterberg says.
Top 10 Wealth Management Trends for 2013
Every year brings its own challenges, but 2013 is likely to be an exceptionally dynamic year for wealth managers, the Aite Group predicts.
What’s Behind FINRA’s Newfound Move on Disclosing Broker Bonuses?
A cynical observer might think the impetus for the newly "fiduciary conscious" FINRA's proposed rulemaking was to discourage brokers from demanding bonuses when they switch broker-dealers.
Mergers: A Tech Nightmare for Advisors
No one presumes that technology integration between big financial services firms will be headache-free, but such unions can unleash tech fiascoes. At stake: advisor productivity and morale.
Advisors Feel Pinch of Compensation Squeeze
Many advisors expect to see a slight lift in pay in 2012, but with the sluggish economic recovery, ongoing global challenges and relentless cost-cutting, there is little reason to bring out the bubbly.
Advisors Crave More Control Over Asset Management: Aite
'Clearly, advisors crave more control in the asset-management process,' says the Aite Group's report, 'Managing Wealth: Advisor Perspectives on Investment Products and Fee Business.'
Apple of Their Eye: iPads, iPhones Favorites of Advisors, Survey Finds
Financial advisors polled by Aite Group said they preferred using iPads and iPhones over BlackBerry devices, according to a report released Thursday.
No End in Sight to Breakaway Broker Trend: Aite Group Report
The structure of employee retention packages at wirehouses will lead to a second wave of departures, an Aite Group survey of 151 advisors shows.