Kitces: Advisors’ Fear of Social Media ‘Ridiculously Overblown’
“A lot of what we [advisors] talk about on social media is far from what the SEC is scrutinizing," Michael Kitces said at Schwab Impact.
Devaluing Succession; People And Pay Pay-Off; A Kinder, Softer Planning Process: November Investment Advisor—Slideshow
What does an advisor have to do to ensure a successful transition with an internal candidate?
FPA Experience: The Young, the Famous and the Virtual
New to this year's FPA Experience: Sessions will be streamed and archived to reach a wider advisor audience, CEO Lauren Schadle says.
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.