New Hire Roundup: Merrill Adds Teams From Barclays, UBS
In addition, Intellectus joins Dynasty and Independent Financial Partners names Ned Van Riper as recruiting director.
What if We Replaced IRAs and 401(k)s?
A Brookings paper proposes replacing all tax-advantaged retirement plans with a single plan: The Universal Retirement Savings Account.
5 Challenges Advisors Need to Conquer in Next 10 Years
“Generally, things are pretty good for advisors” right now, Sanjiv Mirchandani of Fidelity says. But the industry's growth picture is more nuanced than it seems.
Five to Watch: The New School—The 2015 IA 35 for 35
By design, the 2015 edition of the IA 25—this year, the IA 35 for 35—is meant to take the long view, specifically looking at the people who have influenced the industry in its first 35 years.
William Sharpe: The First Robo—The 2015 IA 35 for 35
Bill Sharpe’s Financial Engines might be called the first robo-advisor.
The Future Is Here, and It Looks Like Vanguard’s New Platform
Machine intelligence now plays a critical role across all industries, says Google's Eric Schmidt; advisors ignore it at their own peril.
The 2015 IA 35 for 35
These advisor advocates, investors, politicians and thought leaders have stood out over the past 35 years and will influence financial services for decades to come.
Robo-Advisors a Potential Threat but Coexistence Is Possible: Survey
Advisors are "not sure if robo-advisors are their enemy, friend or frenemy," says Todd Clarke, CEO of CLS Investments.
Schwab, Vanguard Threaten Robo-Advisors’ Existence: Cerulli
The entrance of Schwab and Vanguard into the robo-space will make it difficult for existing eRIA firms to compete, says a Cerulli report.
Personalized Portfolios Are Under Attack
Robo-advisors and target-date funds are lulling investors into a "fairyland view of investing," and only human advisors can save them, Ron DeLegge says.