Will Vanguard’s New Hybrid Platform Crush Robos?
Investors with at least $50,000 can pay as little as $150 a year for the service, which combines digital advice with guidance from an advisor.
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.
Why the IA 35?
While I’m not a fervent believer in the “Great Man” theory of history, I do believe that individuals make a big difference in the history of the world, of nations and of families.
Chairman-Elect Joe Votava Resigns From CFP Board of Directors
Current Chairman Richard Rojeck to assume duties; new chairman to be elected in June to replace Votava.
RIAs Dominate M&A Deals for Second Year Running
“It remains a seller’s market for RIAs, and the industry is in a position of strength,” Schwab's Jonathan Beatty said.
BrightScope’s 10 Most Influential Advisors on Social Media: 2015
Want to build your social media presence? These advisors know how it's done.
Robo-Advisors Rip Schwab’s New Robo-Advisory Over Fees, Cash
The gloves have come off in the rock ’em, sock ’em field of robo-advice.
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.
Want to Lure Millennials? Forget ‘Retirement Planning’
XY Planning Network co-founder Alan Moore, 27, talks with ThinkAdvisor about his generation, his monthly fee model, and why advisors should rethink "retirement."
8 Ways Financial Planners Can Beat Their Competitors
The advisory industry is in a period of technological and demographic transition. Here are eight ways to come out ahead, according to SEI.