How You Can Standardize the Financial Planning Process
By Michael E. KitcesWhere are the opportunities for standardization in a financial planning firm? They are everywhere once you start to look, and here are four to get you started.
July 08, 2013
HighTower Rolls Out Mercer Portfolio ToolThe partnership means advisor teams affiliated with HighTower now have access to institutional-type research for asset management.
July 03, 2013
Honoring Advisors Who Serve(d): July 4th, 2013In our latest slideshow honoring advisors and their partnersand one famous non-advisor, PIMCOs Bill Grosswho served in the armed forces, we present seven new veterans and a few from previous editions deserving of praise.
July 02, 2013
Midstream MLP Funds Fraught With Opportunity, Tax DangerAvoiding tax drag is critical, says one MLP fund expert.
July 02, 2013
M&A Roundup: United Capital Acquires Atlanta-Based PPA AdvisorsIn other M&A news, Envestnet completed its acquisition of Prudential WMS, and Madison Dearborn Partners completed its NFP deal.
July 01, 2013
Present Perfect: What the Future Tells Us About Today's AdvisorAfter five years of evaluating hundreds of independent firms, Mark Hurley has become one of the preeminent experts on the workings of the advisory business. His new paper on the future of wealth management is his best yet.
July 01, 2013
Financial Planners Waste No Time After DOMA RulingHart Patterson Financial Services began calling clients immediately following the Supreme Courts decision on gay marriage.
July 01, 2013
Wedbush Recruits Ex-Raymond James Rep; LPL Affiliate Adds 5 AdvisorsStratos Wealth attracts advisors with $470 million in assets from Wells Fargo and other firms.