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.
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.
PE Firm TA Associates Acquires Majority Stake in NorthStar Financial
Management of CLS Investments, Gemini and Orion will remain, looking to complement organic growth with the private equity firm's capital and expertise in acquisitions.
Best Finance Tweets of the Month: January 2015
From the Charlie Hebdo massacre to the Snowpocalypse that wasn't to the winter conference circuit.
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.
Why Did the CFP Board Hire Camarda Litigator as General Counsel?
The departure from the CFP Board of Michael Shaw and the hiring of Leo Rydzewski as the Board's first general counsel sends some dispiriting messages.
CFP Board Names Camarda Case Lawyer as Its General Counsel
Leo Rydzewski hails from Holland & Knight, the law firm representing the Board in its legal battle against the Camardas.
6 Top Tax Changes for 2015
These are the major changes to the Internal Revenue Code taking effect in 2015.