If You Can’t Beat Robo-Advisors, Become One
AutoPilot aims to provide advisors with their own private-labeled automated asset management engine to neutralize the robo-advisor threat.
Still Trying to Understand NAPFA’s New Membership Rules
I spoke to the fee-only organization’s CEO, Geoffrey Brown, but I remain confused. How about you?
LPL’s Largest Hybrid Is on a Wild Growth Tear
Independent Financial Partners CEO Bill Hamm explains how the firm increased AUM from $3.3 billion to $5.2 billion in a year.
House Committee Votes to Block SIFI Designations
The two bills would effectively shutter the FSOC for a year, but analysts give them little chance of becoming law.
BofA’s ‘Better Money Habits’ Program Can Be a Barometer for Advisors
By understanding what financial topics the general public is looking up, advisors can better anticipate where their clients need the most guidance.
Fidelity Asset Management Head Ron O’Hanley to Leave
Fidelity plans to replace O’Hanley with an internal successor, whom it didn’t name, according to a note to employees from President Abigail Johnson.
When RIA Zombies Attack, Money Manager Has Survival Guide
Are you an RIA or a ZIA—zombie investment advisor? That is the question, or challenge at least, put forward by one third-party money manager trying to get your attention and maybe even partner with you in managing client assets.
Women More Likely to Have High Financial Stress
Women and parents are almost twice as likely as men and non-parents to report high or overwhelming levels of financial stress, Financial Finesse found.
7 Famous Dads Who Make Good Financial Role Models
Despite their wealth and fame, these celebrity fathers have a set a good example in frugality for their kids to follow.
H.D. Vest Picks a Compliance-Friendly Social Media Platform
Guess which compliant and secure social media platform H.D. Vest chose for its 4,600 advisors after a year of research?