Orion's Purchase of Advizr Made Sense, but Challenges Remain: Wealth Tech Experts
By Jeff BermanOrion's "still not well positioned to compete against" the threat posed by Envestnet and faces pricing pressure, Kitces says.
June 27, 2019
What to Do Before You Sell Your PracticeFinding the right advisors to buy and run a firm isn't easy. It pays to start early and take other crucial steps for a successful deal.
June 27, 2019
A Timeline of the Contentious Fiduciary RulesThe SEC's Regulation Best Interest was born out of a years-long struggle to regulate brokers as fiduciaries.
June 27, 2019
What's Behind the 'Great Unbundling' of Wealth Management?The latest thinking on what trends in the world of financial services mean for advisors, other industry players, and the products and services they offer.
June 25, 2019
Trump Health Price Proposal May Not Help ConsumersSome wonder what patients could really do with the information.
June 25, 2019
Social Security COLA for 2020: Will Trade Wars Increase SSA's Projection?The wild card that could affect the COLA in the immediate term is what one economist calls a "trade conflagration."
June 25, 2019
The Changing Face of Wealth: An Opportunity for Advisors?Millennials are "paving a path that increasingly leads to financial self-reliance."
June 21, 2019
Ed Slott: The Pros and Cons of Annuities in Retirement PlansIn this edition of Human Capital, Ed Slott discusses one of the main provisions of the Secure Act.