Duke’s Coach K: Lessons on How Advisors Can Build the Best Teams
By Bernice NapachTeams work better if their members have a sense of ownership, said Coach Mike Krzyewski.
May 06, 2015
Envestnet Acquires FinTech Company Finance LogixEnvestnet will continue to support Finance Logix's standalone financial planning software model for existing and new clients and will create a new, integrated platform.
May 05, 2015
Tom Bradley: Advisor Evangelist—The 2015 IA 35 for 35Ask Bradley to look back at pivotal moments that shaped the advisory business and he recalls May Day 1975, the day the SEC deregulated commissions.
May 05, 2015
SEC Chief: Advisor Exam Crunch Is a ‘Serious’ Investor Protection IssueSEC chief White tells senators the current 10% advisor exam rate is cause for "great concern" and discusses fiduciary rules.
May 05, 2015
Will Vanguard’s New Hybrid Platform Crush Robos?Investors with at least $50,000 can pay as little as $150 a year for the service, which combines digital advice with guidance from an advisor.
May 04, 2015
The 2015 IA 35 for 35 CalendarThroughout May, well publish extended versions of the interviews and profiles that appeared in the May issue of Investment Advisor. We'll update this calendar with links to each article as they are published.
May 04, 2015
Why the IA 35?While Im not a fervent believer in the Great Man theory of history, I do believe that individuals make a big difference in the history of the world, of nations and of families.
May 04, 2015
The 2015 IA 35 for 35These advisor advocates, investors, politicians and thought leaders have stood out over the past 35 years and will influence financial services for decades to come.