Motif Launches Build-Your-Own Platform
By Melanie WaddellMotif 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 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.
February 19, 2013
NAPFA Elects Linda Leitz as National ChairwomanNAPFA tapped Leitz earlier than usual in the group's election cycle to add "continuity of leadership" as the group brings on a new CEO later in 2013.
February 19, 2013
Impressions From T3 Conference: The Future Is Bright, Part 1Perhaps one of the most striking themes heard at the conference is that the technology solutions have become so numerous, one of the greatest challenges is just choosing among them all.
February 15, 2013
Is Financial Planning Becoming Commoditized? Pt. 2, the OutlookThe pressure is on for those who are masquerading as financial advisors without really providing valuable financial planning advice.
February 14, 2013
Financial Planning and Commoditization, Pt.1: Defining TermsFinancial planning itself may remain remarkably resistant to commoditization, but that doesn't mean some advisors aren't in trouble.