How Two Friendly Rivals Formed HighTower St. Louis
Can two competing FAs merge practices without cramping each other’s style? Barbara Archer and Carol Rogers of HighTower St. Louis talk with ThinkAdvisor.
5 Ways to Discuss Fees on Your Website Without Scaring Prospects
Advisors have been notoriously wary of mentioning fees, but two factors have made that a bad approach: robo-advisors and millennials.
A 7-Point Checklist for Advisors to Protect Against Cyberattacks
Former Homeland Security Secretary Michael Chertoff offers his recommendations on how financial firms can prevent or limit the impact of an attack.
Fidelity Expands Managed Account Offering to Advisors, Recordkeepers
The offering is a personalized, customized solution for employee retirement accounts.
How Student Loan Companies Are Causing More Defaults
A CFPB study finds that many student loan companies fail to enroll high-risk borrowers in income repayment plans.
Continuity Planning: The Missing Link in Most Succession Plans
While the industrywide lack of succession planning has been largely addressed, I find today’s plans often fail to address an equally serious problem for clients.
The 2 Most Important Questions Advisors Should Ask Clients
William Coppel of First Clearing tells ThinkAdvisor that advisors typically ask clients “a list of 55 questions” but need to boil that down.
Active Equities’ Broken 1970s Model Needs a Renaissance
What is to be done? Let's start by declaring an end to Modern Portfolio Theory and looking instead to behavioral finance.
Envestnet Announces Its First Essential Advisor Awards
The awards coincide with the launch of its Essential Advisor Certification program.
Bionic Advisors: Envestnet and the Kasparov Principle
If you want to outmatch both robos and humans alone, think like chess champion Garry Kasparov, Envestnet CEO Jud Bergman says.