TurboTax and CPAs: Lessons for Planners on Robo-Advisors
Our view: Financial planning will turn out to be the wooden stake in the heart of digital advice platforms.
A ‘Creative’ Niche: Providing Tax, Financial Planning to Artists and Actors
Actors Miata Edoga in L.A. and Todd Thurston in New York teach their creative peers how to take charge of their financial lives.
Financial Planning and Commoditization, Pt.1: Defining Terms
Financial planning itself may remain remarkably resistant to commoditization, but that doesn't mean some advisors aren't in trouble.
SEC Enforcement Roundup: Egan-Jones Charged; H&R Block Arm to Pay $28 Million
The SEC this week announced several enforcement actions, which included charges brought against a ratings company and its owner and president and against a mortgage company, as well as a settlement reached in an insider trading case.
B/D Briefings News & Products
Ameriprise Financial, Inc. announced that it has completed its all-cash acquisition of H&R Block Financial Advisors from H&R Block. The more than 950 H&R Block...
When Big Is Better
When we last conducted a personal interview with Larry Roth two years ago at the FSI conference in San Diego, he had just joined the...
Ameriprise to Acquire H&R Block Advisor Unit
Ameriprise Financial, the advisor group spun off in 2005 from American Express, announced August 12 that it had signed an agreement to acquire H&R Block...
The Outer Limits
In every human endeavor, there are a few pioneers who expand the fields of possibility-- brave test pilots who fly off into the wild blue...
This Bear Wants You
The independent advisor channel is still in its infancy and, a decade from now, we will probably look back at the choices advisors have today...
The Big Uneasy
Accountants are stepping into the financial planni