Why Do You Exist?
A former colleague of mine who now develops strategy at one of the U.K.'s leading wealth management firms introduced me to Simon Sinek's book, “Start With Why: How Great Leaders Inspire Everyone to Take Action.”
New Hire Roundup: SEC Names Schneider Associate Regional Director for Pacific Northwest
Meanwhile, Advisor Software announced that Erik Jepson has joined as chief customer officer.
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?
Stock Picking Goes Social as Stockr, aSpark Debut
Compliance issues be damned: tech entrepreneurs are moving full speed ahead into the finance space with social networking and mobile apps.
Kitces: Can Financial Advisors Keep Pace in a Digital Future?
Michael Kitces took the stage at the 2012 FPA Retreat to offer his vision of what the future holds for financial planning in the digital age.