Rainbow Warriors: Working With LGBT Clients
Investment Advisor’s February cover story focuses on how LGBT clients need help protecting their finances from a blitz of varying state laws.
Clearing Firms Join the Robot Race
Robo-advisors and other new technologies are transforming the clearing space.
NFL's 49ers Strike Deal With Robo-Advisor Wealthfront
Team will pick up advisory fees on first $100,000 invested by front-office employees and former players, to whom Wealthfront will provide financial education.
Robo-Advisors Gobbling Billions in Assets
The rise of online financial services fits into a "long-term, bigger problem" for advisors, who must adjust to serving younger clients, Corporate Insight says.
New Hire Roundup: Horan Goes to Chilton, Pan Moves Up at SEC, CFP Board Gains Myers
This week in new hires, Timothy Horan moved to Chilton Private Clients, with a team of four; Eric Pan joined the SEC; Roger C. Myers, Jr. was named CFO at the CFP Board; and Neuberger Berman added four new wholesalers.
Serving the Middle Market
The smaller client -- John and Jane Jones with family savings of $75,000 -- used to be the bread and butter of most wirehouses. That...
No Man is an Island
When it comes to financial planning, there's safet