The Freewheeling Life of the Virtual Advisor
What early adopters are finding on the advisory field's online frontier.
The Hot Gadget in Your Driveway
A tech revolution is remaking auto industry prospects.
Schwab’s Sonders: Today’s Market Is Best We’ll Ever See
Charles Schwab chief investment strategist Liz Ann Sonders had some encouraging words for jittery investors.
Branham, Schadle (and Brand) Assess Strides Made, Future Goals of FPA
At annual conference, a look at the 'business discipline' that's now in FPA's genetic makeup, along with an update on the group's advocacy efforts.
Gender Gap in Financial Know-How Leveling Off
“Women need to get ahead of men” in order to overcome barriers like longer lifespans and less time in the work force, said the author of the Financial Finesse study.
Schwab’s Sonders: Middle America Is My Favorite Emerging Market
"Someone asked me in a Q&A, 'What’s your favorite emerging market?’ and ‘Middle America’ was what came out of my mouth,” Sonders said at the FPA-New York annual summit.
Cetera’s Barnaby Grist Leaving BD to Care for Family
Barnaby Grist, EVP of wealth management, preached that health and family come first to his team at Cetera, and now he’s putting the belief into practice.
Consumers Driving Chinese Economy
It is clear that the role of the affluent Chinese consumer in is becoming increasingly important as the country transitions and continues its efforts of steering the economy toward consumption and away from investment.
Kitces on Top 3 Topics for Advisors in 2013—Topic 1: Fiduciary and SRO
First up in an intense year for advisor regulation: movement from the DOL on its fiduciary rule.
New Hire Roundup: Wells Fargo Advisors Names 3 to Key Roles
This week in new hires, Wells Fargo Advisors filled three leadership positions; Gail Graham and Stephanie Bogan joined United Capital; Jonathan Morris went to Dynasty Financial Partners; and IRI announced changes to its board.