Pathfinders: The 2015 SMA Managers of the Year
It's not easy to “beat the market” when it comes to investing on behalf of your clients, but it's even more difficult to do so consistently by following rigorous research-based quantitative processes and qualitative intellectual capital.
Chuck Schwab: Slaying Wall Street Dragons—The 2015 IA 35 for 35
Schwab’s values-driven management helped create a firm that made investing more accessible.
Daniel Kahneman: Father of Behavioral Finance—The 2015 IA 35 for 35
Behavioral finance has become widely accepted in financial planning circles as the industry recognizes that sometimes perfectly intelligent clients do very stupid things.
Joe Deitch: Keeper of Commonwealth Culture—The 2015 IA 35 for 35
Chances are good that Joe Deitch is the only independent broker-dealer chairman that can claim a Tony Award for his work as a Broadway producer.
The 2015 IA 35 for 35
These advisor advocates, investors, politicians and thought leaders have stood out over the past 35 years and will influence financial services for decades to come.
How We Picked Them: The 2015 SMA Managers of the Year
Choosing the annual SMA Managers of the Year takes several months and culminates in a live awards ceremony at the Envestnet Advisor Summit in Chicago, which this year will occur on May 7.
Best Finance Tweets of the Month: January 2015
From the Charlie Hebdo massacre to the Snowpocalypse that wasn't to the winter conference circuit.
Technology Will Continue to Transform Independent Advice, and Advisors
The history of the independent advice model confirms that technology empowers independent advice. It will continue to do so.
Looking Ahead and Managing Change: 35 Years With Investment Advisor—Slideshow
This year is the 35th anniversary of Investment Advisor.
Schwab Impact 2014 in Pictures: Bettinger, Bernanke and (Not) Bush
With record attendance and high-profile speakers, Schwab’s annual shindig for its RIAs delivered.