Is it Time to Revisit Your Brand?
Your brand is your promise to your clients.
4 Ways to Grow the Financial Planner Talent Pool
It's a sad state of affairs when students hear "CFP" and think "College Football Playoffs."
Raymond James Unveils Robo-Advisor
The firm says its more than 7,100 indie and employee reps will have access to the innovations by year-end.
How to Choose the Right Words to Hook Clients: Pollster Luntz
GOP pollster Frank Luntz makes recommendations, which he has tested in his own polling research, for getting a good response from clients and prospects.
Kitces to Advisors: Don’t Fear Robos
Technology, not robo-advisors per se, is transforming the advisory business, says industry blogger and wealth manager Michael Kitces.
Flat Fees in the UK: Different Country, Same Lame Arguments
Exploring the notion that paying a onetime commission for "advice" is less costly than paying an annual AUM fee.
Free College Tuition Plans Sprout in States as Feds Could Cut Aid
Get ready for potential changes in the college funding arena at the federal and state level, some good and some bad for borrowers.
Head of Fidelity’s RIA Business to Depart
Bob Oros is set to leave the clearing and custody post he's had for the past five years at the end of January.
Janus Advisor Guide: Beware of Correlations, and Other Investment Tips
Janus Funds’ 2017 Wealth Advisor’s Guide identifies the intended and unintended risks of advisors’ asset allocations in their model portfolios.
The Best & Worst Performing Airlines in the World
FlightStats’ yearly list rating international airlines for on-time performance.