The IA 25 for 2014
This is our 12th annual IA 25 list, bringing together the most influential people in and around the advisor industry.
New Hire Roundup: Foundation for Financial Planning Adds 4 to Board
Meanwhile, Brown Advisory has added a partner, and Mariner Wealth Advisors welcomes a senior wealth advisor.
Evensky & Katz Win Award at Schwab Impact
Evensky & Katz Wealth Management has won an award — yet again — as Schwab hands out IMPACT awards.
Recognizing Veterans at Schwab Impact
Acknowledgement of those who served, donations to the Foundation for Financial Planning, and a call for help from the industry for returning veterans.
Bernie Clark Warns: Next Gen Is Now This Gen. Better Keep Up
Head of Schwab Advisor Services also rails against harmonization of RIA and BD regs.
Why In-Person Advisor Conferences Still Matter: Case in Point, Schwab Impact
There are more ways than ever for advisors to learn from each other, and to support each other, but nothing beats an in-person gathering of the like-minded.
Schwab’s Clark Vows to Take On Washington at Impact 2013
As advisor registrants approach the 1,800 mark, Bernie Clark says Washington advocacy will take center stage at custodian’s annual conference.
Harmonization Headache: Thornier Than Fiduciary?
The debate over the outcome of the SEC's fiduciary rule is bringing to light what could turn out to be an even more contentious issue: whether such a rule will include harmonizing advisor and broker rules.
Schwab CEO Shows Some Love for RIAs: Weekend Interview
Walt Bettinger on how he values RIAs, helping advisors with changing client demographics and an aging workforce, and why he “cringes” at the growth of target-date funds.
Advisors, Investors Confident About Future: Schwab
RIAs are more confident and optimistic about their businesses for the future, according to Schwab Advisor Services.