Younger Investors Less Satisfied With Advisors
Spectrem Group’s newest research report analyzes the relationship between an investor and advisor for millionaires, UHNW and mass affluent.
A Techie Who Cares: Meet Trust Co.’s New Leader
With energy befitting a Silicon Valley startup, Trust Company of America may just be what the industry needs.
The Top Reason CFPs Avoid Social Media
Uncertainty over compliance and regulatory requirements remains the top reason CFPs steer clear of using social media for professional use, according to a just-released survey by the CFP Board.
Kitces: Can Financial Advisors Keep Pace in a Digital Future?
Michael Kitces took the stage at the 2012 FPA Retreat to offer his vision of what the future holds for financial planning in the digital age.