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.
Should CFP Board Settle Camarda Case? My Argument and the Board’s Response
Is it time to settle the case quietly, before it goes to trial? I say yes, but the CFP Board chairman begs to differ.
XY Planning Makes RIA Compliance Package Free for Members
XYPN memberships will now include free full assistance with the initial filings for new RIA firms, as well as ongoing compliance support.
Vanguard’s Robo-Offering: Good for Advice, Bad for Advisors
Expert Michael Kitces weighs in on the pros and cons of the industry giant's latest plans.