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.
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.