Can Interactive Brokers' New Fund Marketplace Lure RIAs?
By Janet LevauxThere are 47 other RIA wealth platforms, consultant Craig Iskowitz says. Can Interactive Brokers break out from the pack?
May 19, 2020
LPL to Roll Out AdvicePay ToolCreated by Michael Kitces and Alan Moore, AdvicePay lets advisors accept payments via credit card or electronic bank transfer.
May 19, 2020
How an Advisor Saved an Energy Exec From a Big Investing MistakeThe fix saved him and his wife from massive losses when COVID-19 hit, Jared Snider of Exencial Wealth Advisors tells ThinkAdvisor.
May 19, 2020
SEC Reg BI, Form CRS Exams to Start in JulyFirms should prepare for some standalone Reg BI and Form CRS exams as well as regular exams, said SEC's Polise.
May 18, 2020
Advisor Comp May See Big Change Due to COVID-19: Aite GroupThe shift will move from a focus on asset base to one that also includes services provided.
May 18, 2020
3 Steps I Took to Switch Firms in a PandemicThe move went smoothly because I followed key rules that apply to any economic environment.
May 15, 2020
LPL Modeling Program Tops $2BThe service, which lets advisors run custom portfolios and outsource daily tasks, had about $600 million a year ago.
May 15, 2020
Advisors Who Serve(d) in the Military: 2020 SurveyPlease tell us about your military service so we can share your stories this Memorial Day weekend in our ongoing Advisors Who Serve(d) compilations.