Schwab Launches Free Financial Planning Tool
By Janet Levaux"It's a brilliant move" against rivals said Gavin Spitzner of Wealth Consulting Partners, who predicts Schwab's RIA clients will have "a divided response" to it.
August 20, 2020
Fidelity Partners With Amazon on Quantum Computing: Tech RoundupAlso, AssetMark launches eService Team to help advisors.
August 20, 2020
LPL Pledges $1B to Put Advisors on Growth 'Superhighway'The broker-dealer wants its advice business to work more like Amazon, Netflix and eBay to outperform "institutional" rivals like Schwab, says CEO Dan Arnold.
August 19, 2020
Why It's Time to See Your Business as an InvestmentThis focus creates a growth mindset and emphasizes solutions that ground the advisory firms in returns, not on spending money to fix problems.
August 19, 2020
6 Form CRS Facts Advisors Should Keep in Mind: RIA in a BoxMost advisors seem to have filed Form CRS by the SEC's June 30 deadline, and some have made edits since then.
August 19, 2020
What's a Pro Sports Coach to Do in a Pandemic? Talk to an Advisor, of CourseHarman Wealth Management's managing director told ThinkAdvisor about working with MLB and NFL coaches — and another client whose needs went beyond financial planning.
August 18, 2020
What the Fastest Growing RIA Firms Do DifferentlyDFA's Bryce Skaff talks to Pershing's Ben Harrison about what differentiates high-growth firms from low-growth ones.
August 18, 2020
Creative Planning Extends Its Buying SpreeThe firm has just purchased its seventh RIA for the year, this time in Indiana.