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."
AdvisorOne Is Now ThinkAdvisor
We’ve relaunched and renamed AdvisorOne, the premier site for advisor news and analysis, to ThinkAdvisor. The change reflects our sharpened focus on delivering to advisors the thought leadership they want and need at every stage of their career development.
Catch a Fire
I no longer fear the future. Despite all the hand wringing and teeth gnashing over the source of advisors to come, a dinner at a Vietnamese fusion joint in San Francisco (it’s a Gen Y thing) went a long way in reassuring me we’ll be just fine.
Succession Planning for an Entire Industry: Why Study Groups Are Critical
“We really feel we have the best consultants in the industry as part of the group,” says Xcelsior study group member Mike Anderson.
Bill Winterberg: The 2013 IA 25 Extended Profile
Bill Winterberg, a certified financial planner with a bullish view on the future of technology in the advisor space, describes himself as squarely positioned in the Gen X/Gen Y demographic.