Why Barry Ritholtz Went Robo
The CIO and blogger talks to ThinkAdvisor about his firm's robo-platform, Liftoff, and why he'd wish for a market crash if he were a millennial.
What Wealthfront’s Attack on Betterment Is Really About
The real competition for Wealthfront is with “the other 99.9% of industry assets that aren’t managed by ANY robo-advisor," says Michael Kitces.
SS&C’s Advent Software Buy Is a Done Deal
"We bring a treasure trove of technology" to Advent's popular Black Diamond platform, SS&C CEO Bill Stone said.
Krawcheck: Want to Shrink Your Business? Ignore Women
“The retirement crisis is a women's crisis,” Sallie Krawcheck says, as some 80% of men die married, and 80% of women die single.
Securities America Hosts National Conference, Women’s Summit
The indie broker-dealer also says its reps can begin using a mobile-check deposit app.
LPL Adds Teams From Morgan Stanley, Lincoln; Merrill Grabs Ex-UBS Duo
The indie broker-dealer should bring in about $600 million in new assets and the wirehouse about $300 million.
Thriving in Tomorrowland: How Advisors Can Adapt to Change
Forty-five years after Alvin Toffler warned us of future shock, four experts suggest how to prosper in today's tsunami of change.
Savant Makes Orion Capital Its Third RIA Acquisition in 17 Months
The Orion Capital Management acquisition brings Illinois-based Savant’s total AUM to nearly $4.5 billion, and CEO Brent Brodeski says another deal is "in the works."
12 Best & Worst Broker-Dealers: Q1 Earnings, 2015
Here’s how some of the biggest firms’ earnings compared over the first quarter.
Hull to Replace Retiring Mulholland at UBS Wealth
In the first quarter, UBS Americas' nearly 7,000 reps top rival Merrill Lynch in yearly fees and commissions.