New Hire Roundup: Securities America Promotes 7
Meanwhile, financial data aggregation firm CircleBlack appointed Bill Bartzak and Michael Castellano to its board of directors.
Want to Lure Millennials? Forget ‘Retirement Planning’
XY Planning Network co-founder Alan Moore, 27, talks with ThinkAdvisor about his generation, his monthly fee model, and why advisors should rethink "retirement."
United Capital Adds 23-Member Wealth Management Team
A Denver-based wealth management firm with $2 billion in AUM happily casts it lot with United Capital, becoming its biggest acquisition to date.
8 Ways Financial Planners Can Beat Their Competitors
The advisory industry is in a period of technological and demographic transition. Here are eight ways to come out ahead, according to SEI.
The Unsinkable Sallie Krawcheck
Is Krawcheck weighing a robo-advisor offering? She remains tight-lipped on her plans, but tells ThinkAdvisor in a wide-ranging interview, "I'm not done yet!"
A Different Approach to Recruiting: Lincoln Financial Network
“We’re not going to go out and just recruit for purposes of recruiting,” says Chris Flint, head of Advisor & Acquisition Strategies.
Financial Technology M&A Deals: Will Advisors Win or Lose?
TA Associates and NorthStar; Fidelity and eMoney; SS&C and Advent—the list goes on. Here's how advisors can assess these deals' implications.
How to Sell Your ‘Invisible’ Services to Prospective Clients
A 1999 book by Harry Beckwith provides remarkable insights into marketing an intangible service like financial planning. Beware: they're not choosing you for your brilliance.
SEC Names Pamela Dyson Chief Technologist
As chief information officer, Dyson will work with Chairwoman White, commissioners and staffers to incorporate technology into SEC programs.
If You Can’t Beat Robo-Advisors, Become One
AutoPilot aims to provide advisors with their own private-labeled automated asset management engine to neutralize the robo-advisor threat.