RIA Central
- The One Thing You Should Be Doing for Your Practice
- News Roundup: Tax planning in demand, broker protocol raises questions, and succeeding in the retirement plan niche
- Build a strong foundation for client engagement
- News Roundup: Delegating practice management, legal tips for breakaways, and future retiree vulnerability
- Tips for creating a marketing activity tracker
- Make a Positive Impression on CPAs this Year—Especially at Tax Time
- 3 Tricks to Maximize Attendance at Your Next Prospecting Event
FA Magazine News
- Oil Set For Longest Losing Run Since 2015 On Economy
- Louisiana Bans Bank Of America, Citi From Bond Sale Over Gun Policies
- When Clients Tear Up Plans
- The ETF Built For Active Managers Is Getting Some Love
- Advisor Uses Simplicity To Ease Client Fears About Running Out Of Money
- Mortgage Investors Don’t Think Fed’s Exit Means Goodbye Forever
- Crypto Trading Revenue May Double, Bernstein Says
Financial Planning Magazine
- Should you expect a 10% annual return? No, but you don't need to
- FP50 2018: Which IBDs produce the most fee-based revenue?
- Kitces: A warning for aspiring advisors
- Asset managers vie for a piece of $1.5 trillion in new U.S. cash
- My 'beautiful' letter to the SEC I wish I could rewrite
- Number of Fidelity 401(k) millionaires hits record high
- CFP Board, FPA get busy after Missouri bans CFP designation
WealthManagement.com
- Securities America Advisor Accused of Ponzi Scheme, Stealing Pension Money
- Stash Investments Launches Banking Service
- Six Tips for Effective Corporate Giving
- Ader’s Near-Term Bond Market Thoughts for 8/17/18
- Eight “Reliable” Stock Market Indicators
- Older Households are Looking Exposed
- Tally App Launches Robo Advisor For Debt
NAIFA
- Investment News Recognizes NAIFA for Advancing Diversity & Inclusion
- Young Americans Are Optimistic About Their Finances But in Need of Guidance
- NAIFA Suggests Changes to SEC Best Interest Proposal
- IRS Proposal Clarifies Pass-Through Income Taxation, Provides Tax Benefit for Insurance Agents
- NAIFA Applauds HHS Rule on Short-Term Health Insurance
- Many Americans Are Not on Track to Meet Retirement Goals
- NAIFA Testifies at NCOIL on State-Run Retirement Plans
Investment News
- What's in a name? For TCA by ETrade, everything
- The business case for diversity and inclusion: Is there one?
- DOL fiduciary rule might be dead, but its ghost hovers over the financial advice industry
- Betterment introduces investor solution for rising interest rates
- Broker fined, barred by SEC for cherry-picking
- Top private placement manager GPB Capital halts sales to review accounting
- Bonhill Group completes acquisition of InvestmentNews
RIABiz
- Morningstar causes uproar with new study that upends everything RIAs assumed about retirement planning, and it all comes down to a number
- Envestnet CEO Jud Bergman's FolioDynamix deal suddenly looks prescient as SMA-to-UMA market shift dings revenues, third-party asset managers
- After RIA private equity hot-shot Genstar's $1.7 billion purchase of ugly duckling Cetera, Robert Moore plans to take on LPL--not with acquisitions, but a recruitment storm
- Cresset cracks the family office market with a unique proposition; a suite of touchy-feely services that go beyond money management and help clients manage their lives
- Orion wins its 95th LPL advisor to show it's also advancing on Envestnet in the broker-dealer market and greening up its pastures
- Posse of top cops from 17 states dresses down SEC, demand same fiduciary standards for broker-dealers and RIAs and cite other 'egregious' deficiencies in proposed son of DOL rule
- Peter Mallouk has diamond as big as The Ritz, a flashy new Kansas City headquarters, complete with Silicon Valley perks; Now his new goal--top $40 billion in assets
WSJ – Financial Advisor
- Voices: Lisa R. Hatcher, on Female Clients in Abusive Relationships
- Wealth Adviser: Poised for U.S. Stocks to Weaken
- Voices: Samuel R. Scott, on Blurring the Fiduciary Standard
- Wealth Adviser: Don’t Get It Wrong About the Rich
- Voices: Rand Spero, on Helping Young Clients Prioritize Savings
- Wealth Adviser: More Are Using Asset Protection Trusts
- Don’t Make This Mistake With Your 401(k)