A Different Take on the Invasion of the Robo-Advisors
Beyond the hype, what are the investment approaches held by the biggest online advice providers, and which human advisors stand to lose?
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.
Savant Capital Enters Online Planning Space
Does online advice present a competitive threat for advisors or a competitive edge? Savant Capital Management is betting on the latter.
Goal-Based Wealth Management: Preparing Clients for Retirement
We are in the midst of a sea change in wealth management, heralded by the rise of online advice tools that clients will use to complement their advisor relationships.
Is Financial Planning Becoming Commoditized? Pt. 2, the Outlook
The pressure is on for those who are masquerading as financial advisors without really providing valuable financial planning advice.
5 Online Tools to Facilitate Charitable Giving
Many donors, especially those who are planning large gifts, want to know how to make their gifts more effective or to fill gaps in funding. Several online providers can meet these needs.