Is Going Robo the Secret to Growing Your RIA?
As Tina Powell of Beacon Wealth launches SheCapital, an automated service for women, experts discuss how, and whether, to use robo-advice to reach more clients.
Envestnet’s Strategy Opens Window Into Future of Independent Advice
A discussion with Bill Crager and Stuart DePina of Envestnet shows where independent advisors are going and who their partners will be.
Succession Planning by the (Hard) Numbers
“The multiples when it comes to the value of a firm can be as high as 10 times” — but only if everything is in order, Nexus' Tim Welsh said.
2012 IA 25; Investing in Russia; Tech and ROI: May Investment Advisor—Slideshow
May brings the 10th annual IA 25 (well, ninth if you don’t count our special 30th anniversary edition, “Thirty for Thirty,” in 2010), Investment Advisor’s editors’ pick of the 25 most influential people in the industry.
Three Big Trends in RIA Industry: 2012 TechLeaders Conference
Tim Welsh, president and founder of Nexus Strategy, discussed several major trends in the RIA space, like stronger demand for independent advisors and Canadians looking southward.