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.
Should Advisors Change How They Charge?
Over time, good financial advice can make a difference of hundreds of thousands of dollars to clients — and so can how it's paid for.
Is Financial Wellness Finally Taking Off?
For years there's been lots of talk about the benefits of financial wellness programs.
Ken Fisher’s 401(k) Unit Says DOL Fiduciary Plan Limits Investment Advice
Small plans could be hurt; DOL must also “make clear” some marketing activities are not fiduciary activity, Fisher unit said in comment letter.
Will 2015 Be the Year Financial Wellness Finally Takes Off?
Less than a quarter of employers have financial wellness programs — a potential source of new clients for advisors. But the field is expanding.
XY Planning Brings Betterment Institutional to Next-Gen Clients
A partnership between XY Planning Network and Betterment Institutional, an end-to-end digital solution for RIAs, will provide services to smaller accounts.
Top Portfolio Products: Incapital, Nuveen Launch Equity Unit Trust
First Trust moves fund to Nasdaq, as Main Street Financial rolls out software and an app.
The Succession Planning Mirage, and the Alternative
Few advisors have made actual succession plans, but there might be a very good reason for this.
10 Best Ways to Compete Against Robo-Advisors
If you, for one, don't welcome your new robo-overlords, here are 10 ways to help your advisory firm rise above them.
Too Small to Fail (at Succession Planning)
Judging by the amount of coverage succession planning has been getting in the trade press in the past couple of years, it is one of the most pressing problems facing the independent advisory industry today.