Focus Financial Adds $2B RIA in Silicon Valley
Bordeaux Wealth Advisors comes on board to boost its growth in the West in partnership with the RIA rollup firm.
How Advisors Can Help Clients Age in Place
As clients age, staying in their homes may require significant upgrades.
Morningstar to Offer Advisors a New Tool to Evaluate Risk: Portfolio Products
In other product news, Ivy enters the passive world with five new index funds.
Frontrunners: The 2017 IA 25
Whatever is happening in the markets or in Washington, there will always be thought leaders and advocates working on advisors’ behalf.
The ‘Middle Kid’ Sounds Off
Like the middle kid in a family, Gen Xers often feel they never got as much respect as other generations.
Thinking Gen X: An Overdue Look at an Overlooked Generation
This generation is underappreciated for how its members behave: hardworking, tech-savvy, intelligent and independent.
Pay Attention to Gen X Women
“The Generation X woman has become the apex consumer in our marketplace,” Cam Marston says.
‘No Fee Compression on Our Advisors’: Raymond James CEO
Paul Reilly discusses retention, recruiting efforts and compliance issues during the yearly indie advisor event.
Fintech Isn't Solving Industry's Diversity Problem
According to Morningstar's Don Phllips, finance is "a community that serves rich white men very well." Josh Brown says society is negligent on financial education.
New Fannie Mae Policies Help Student Borrowers Get Mortgages
The policy changes reduce the cost of cash-out refis for student loan borrowers.