Evensky, Friedman, Mellan at Think Retirement Income Conference
A retirement planning conference kicks off Thursday with, we humbly submit, a difference: a program guided by top advisors who share their retirement planning secrets and challenges.
Staying Compliant With the SEC’s Anti-Testimonial Rule
The Investment Advisers Act of 1940 explicitly prohibits client testimonials. What does that mean in 2013?
Advisor ex Machina: The Rise of Algorithm-Based Advice
Corporate Insight has released a preview of research expected to be published in October that examines the effect of online financial advice startups on the industry.
Jobs Numbers Paint Unclear Picture for Fed Tapering
For market watchers looking for a definitive sign that taper time is coming, Friday's tepid jobs report wasn't it.
What’s ‘Fee Only’? CFP Board and NAPFA Diverge
Is 2% ownership of a BD really so "insubstantial"? The CFP Board and NAPFA take different tacks on issue flowing from the Alan Goldfarb case.
RIAs Again Fastest-Growing Channel in Wealth Management
The industry as a whole has finally returned to its pre-crisis asset levels, Aite Group found.
What ‘Elysium’ Suggests About the Future of Finance
In the 22nd century, the world of wealth may look like an exaggerated version of today's reality, according to movie director Neill Blomkamp.
Best Reader Comments: BrightScope Brouhaha; Goldfarb Fracas
A collection of some of the recent — and most thought-provoking — comments made by readers on ThinkAdvisor.
Michael Kitces Launches Recruiting Screening Tool for Financial Planners
New Planner Recruiting announced it has launched a standalone service to offer screening of financial planning candidates for advisory practices.
CFP Board Announces Rich Rojeck as 2014 Chair-Elect
Rojeck, a managing director with Sagemark Consulting/Lincoln Financial Advisors, says the investing public will "ultimately best be served by an established financial planning profession."