Client Engagement on the Rise: Advisor Impact
By John SullivanA new report from Advisor Impact found that nine out of 10 clients said the advice they received played an important or critical role in meeting their financial goals.
March 01, 2013
Are Your Investments Tax-Efficient?Despite Washington's antics, many of the issues with tax-efficient investing have remained surprisingly constant, David Peterson of United Capital says.
February 28, 2013
Motif Launches Build-Your-Own PlatformMotif Investing launched a build-your-own platform Thursday that allows advisors and other businesses to construct and share their own collection of stocks or ETFs online.
February 27, 2013
TD’s Nally: Thinking More About the Future of RIAs Than Their PastYes, Nally could have called the future "RIA 6.0" instead of "2.0," but he did nail where the advisory profession is now and the challenges it faces to get to the next level.
February 25, 2013
Continuity and Change: TD Ameritrade’s New LeadershipTom Nally had a tough act to follow at TDAI, but a year after assuming the presidency, his leadership both embraces continuity and places his own stamp on the organization.
February 25, 2013
Impressions From T3 Conference: The Future Is Bright, Part 2Seeing the cutting edge of technology at the conference also served to highlight the emerging challenges of technology development.
February 22, 2013
SEC Lays Out Advisor Exam Priorities for 2013The regulator's top concerns include new, never-regulated advisor registrants and dually registered advisors.
February 20, 2013
Are Retainers the Future of Advisor Comp? Lon Dolber Thinks SoAmerican Portfolios already measures individual advisor performance, but founder and CEO Dolber thinks the logical next step for all involved is retainers.