Riskalyze’s New Autopilot Platform Lets Advisors Leave Daily Hassles to the Robots
The platform handles quotidian tasks so advisors can spend more time fostering relationships, Riskalyze CEO Aaron Klein says.
Robo-Advisors a Potential Threat but Coexistence Is Possible: Survey
Advisors are "not sure if robo-advisors are their enemy, friend or frenemy," says Todd Clarke, CEO of CLS Investments.
4 Cool Tech Tools Launched at T3
“If you can find your spouse online, you can probably find your advisor,” Schwab's Neesha Hathi said at the T3 conference.
If You Can’t Beat Robo-Advisors, Become One
AutoPilot aims to provide advisors with their own private-labeled automated asset management engine to neutralize the robo-advisor threat.
PE Firm TA Associates Acquires Majority Stake in NorthStar Financial
Management of CLS Investments, Gemini and Orion will remain, looking to complement organic growth with the private equity firm's capital and expertise in acquisitions.
Yet Another Reason Why Internal Successions Are Best
Advisors are counting on an external sale (eventually) to fund their retirement, but in our experience the best exit strategy is an internal succession plan.
Advisors: Don’t Sell Your Practice!
Selling your advisory practice — a move stressed in a ceaseless torrent of industry advice — may be hazardous to your wealth.
ETFs Got You Down? AdvisorIQ Is Here to Help
New platform from CLS Investments provides industry insight, trends and profiles of successful ETF advisors.
Forget the Cliff, 3.8% Obamacare Tax Is Coming: What Advisors Are Telling Clients
The 3.8% tax on investment income that kicks in Jan. 1 is being overlooked by some, but advisors are getting their clients ready now .
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.