David Canter's Fidelity Exit Is a Blow to the Firm's RIA Business: Industry Experts
By Jeff BermanConsultants characterize Canter as an emotionally intelligent leader and confidante to "famous and successful" RIAs.
July 08, 2022
Envestnet Buys Advisor Billing Provider: Tech RoundupAlso, the Digital Assets Council of Financial Professionals added a new online self-study course for advisors.
June 30, 2022
Ric Edelman's Digital Asset Group Offers Course to Flourish Crypto Users: Tech RoundupAlso, Advisor360° enhances its existing beneficiaries capability for advisors.
June 29, 2022
Liz Ann Sonders: We May Already Be in a RecessionSchwab's chief investment strategist says a key "known" risk continues to be an aggressive Fed.
June 28, 2022
Burt White: 'Volatility Is a Fee Worth Paying'The Carson Group executive tells ThinkAdvisor he expects not just a "soft landing" but a possible second-half rally.
June 28, 2022
Ritholtz-Affiliated VC Fund Invests in RIA Software PlatformThe Compound Capital Fund I has taken an unspecified stake in SmartRIA, a compliance software platform.
June 27, 2022
Ron Rhoades Makes 5 Predictions for the Future of AdviceAmong them: Flat fees will gain ground, and RIAs will expand the annuity market.
June 24, 2022
How to Quell Clients' 401(k) Balance Panic in Bear Markets: Advisors' AdviceOne advisor asks: "Do you want your financial success to be driven by your strategy or your emotions?"