United Capital Acquires FlexScore Creators Valley Wealth
United Capital said Thursday that it has acquired Valley Wealth, an RIA based in California, that has $320 million in AUM.
Don’t Let Clients Take Their Passwords to the Grave
Digital estate planning expert Jamie Hopkins on how helping clients safeguard digital assets benefits advisors, and how it's even more complicated than you think.
Investor Optimism Falls on Retirees’ Worries
Most Americans say the markets are a "fair" or "poor" way for average investors to grow wealth, a Wells Fargo/Gallup study found.
Skip Schweiss, TDA’s Advisor Sage: The 2014 IA 25 Profile
Skip Schweiss has worked with advisors for 25 years. He understands their animus toward regulation, but says there’s a much bigger threat on the horizon.
Banks Deploy Drastic Strategies to Overcome International Challenges
Investors in international banking should keep informed, as many banks are reinventing themselves to keep up with a changing marketplace.
4 Big Trends You Can’t Ignore
The future always presents challenges, but also opportunities for those who are prepared.
10 Tech Trends That’ll Rattle the Advisory Industry
Attracting Gen X and Y clients will be vital as boomers retire, but these changes will make it a lot more challenging.
Vanguard Offers Retirement Plan Tools for Mobile Devices
The fund giants says retirement plan participants can now trade and make other account transactions through their cell phones and tablets.
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.
Hey, Facebook. Here’s 3 Reasons Why You’re No Google
For those buying Facebook stock, there are important differences between the two companies that will make Google-like returns tough to achieve.