RIAs Rarin’ to Compete in 2015: TDAI Survey
“The steady movement of assets into the independent wealth management channel shows no signs of slowing,” TDAI's Nally said ahead of the firm's national conference.
Newly Affluent Unimpressed With Advisors’ Use of Tech and Investment Strategy
Up-and-coming affluent people are unimpressed with the way advisors use technology to show them how to invest their money, according to a new study.
Michael Kitces: The 2012 IA 25 Extended Profile
One of the original founders of NextGen, 34-year-old Michael Kitces not only holds a bevy of financial planning credentials, but the third edition of the book he co-authored, “The Advisor Guide to Annuities,” is due out in May.