Why Your Team Needs a Proactive Hiring Process
By Jarrod UptonThe cost of hiring the wrong person far outweighs the cost of planning ahead and getting it right.
August 12, 2020
SEC Clarifies Use of 'Advisor,' 'Adviser' by Dually Registered FirmsThe FAQ explains how firms can market themselves while complying with Reg BI.
August 11, 2020
Hightower Invests in $600M Texas RIAThe latest deal is the RIA aggregator's fifth this year and comes two weeks after it bought part of a $3.3 billion Dallas-based group.
August 11, 2020
Creative Planning Scoops Up $600M RIA in CincinnatiThe news comes on the heels of its purchase of Thun Financial Advisors, a $600 million group in Madison, Wisconsin.
August 10, 2020
Envestnet Working to Add Fractional Shares to PlatformThe move by the industry's largest TAMP follows the recent introduction of Schwab Stock Slices.
August 10, 2020
Fidelity Loses Top Slot: Q2 Robo ReportAlso, robo advisors' portfolios met or beat major market indexes as account openings surged, according to the latest industry research.
August 10, 2020
What Lower Rates Mean for Investors & Their Retirement PlansI've got some bad news for you about the historical trend — and some good advice on what you can do about it.
August 10, 2020
Nasdaq Valuations Say You'll Be Stuck at Home for a Long TimeIndex's price-earnings ratio tops 36 for first time since 2004, with technology at the core of enabling a touchless world.