Robo-Advisors Are Only the Beginning of a Bigger Digital Shift
Robo-advice is “not a magic bullet for all clients, and it’s not the only digital solution” advisors should consider, Jill Jacques of North Highland says.
How Clearing Firms Embraced Innovation
A tougher, revamped clearing industry pursues its high-tech future.
Advisory Firms Enter Robo Race
Heron Financial Group is one of a growing number of firms to add a digital advice platform as big names like Betterment court advisors.
Fidelity’s eMoney Deal Will Help It Compete With Robo-Advisors: Kitces
The personal financial management software could offer a "potential treasure trove" of insights to Fidelity, Michael Kitces says.
RIAs Rarin’ to Compete in 2015: TDAI Survey
“The steady movement of assets into the independent wealth management channel shows no signs of slowing,” TDAI's Nally said ahead of the firm's national conference.
In Search of the Best Financial Planning Software: My Choice
As my practice has grown so has my need for a better financial planning tool. I think I've got one, if a few details can be ironed out.
Under the Hood: How Much Life Insurance Should You Buy?
Most methods of determining how much, and what type, of life insurance a client needs are imperfect. Here's how I do it.
Wealth Clients Want Financial Planning, Most Not Getting It: Report
A report by CEB TowerGroup says firms that move away from an investment management approach to a financial planning-centered one will be rewarded.
CFP Board Hires Loper to 'Strengthen' CFP Mark
John Loper will be director of corporate relations, playing a key role in encouraging top firms' "preference for and investment in CFP certification."
Can CFPs Really Be Fiduciaries?
To my mind, the onus for establishing standards for how CFPs should live up to a fiduciary standard fall squarely on the CFP Board.