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
- All Around The World, Central Bank Independence Is Under Threat
- N.J. Learns Pot Economics To Ensure It Can Get Its $300 Million
- Surprise Medical Bills Loom For Millions Of Americans In 2019
- SEC Commissioner Calls For Closer Look At Voting By Index Giants
- U.S. Adds Below-Forecast 155,000 Jobs As Wage Gain Misses
- AQR Strips 'Risk Parity' Name From Mutual Fund After Redemptions
- Advisors Take Note: This Gig Can Help Students Pay For College
Financial Planning Magazine
- Here’s what clients really want from digital wealth management
- Online notices can show clients how much Social Security benefits will be in 2019
- After 3 decades, Edelman goes fee-only
- The bright side of offloading clients
- Edelman: This is where planners make their biggest impact
- Kitces: How to help clients juggle two (or more) defined contribution plans
- Key to Edelman-Financial Engines deal? Scale the planner, one more time
WealthManagement.com
- Worried About the Yield Curve Inversion?
- LPL’s Dan Arnold Lays Out Integration Roadmap
- The Perils of Trying to Be Superman
- Ten Tax Planning To-Dos Before Year End
- 2019 Forecasts Will Be Wrong, Random or Worse
- Wentworth Adds 180 Advisors in Third Acquisition
- Seven Musicians Who Jumped on the Cryptocurrency Bandwagon
NAIFA
- Retirement Security and State-Run Retirement Plans
- Rep. Lisa Blunt Rochester Thanks Advisors for the Work They Do
- NAIFA Members Protect the Things Americans Are Thankful For
- NAIFA-New Jersey Testifies on State Fiduciary Proposal
- NAIFA Members to Convene for National Advocacy Meeting
- States Move to Regulate Short-Term Limited Duration Insurance Policies
- NAIFA Staff Meet With Newly Appointed Senior Officials at the Department of Labor
Investment News
- Midwestern magic? RIA assets soared nearly 30% there last year
- For Silvercrest Asset Management Group, client referrals were gold
- This Miami-based firm has a $50 million minimum
- For Los Angeles-based RIA Aspiriant, growth is crucial yet deliberate
- Success stories: Northeast
- Success stories: Midwest
- Success stories: South
RIABiz
- Mike Durbin speech spellbinds; David Kowach prompts head-scratching and Brian Hamburger-Dale Brown showdown has one tense moment at Market Counsel Summit
- Lisa's Bits: Commonwealth and Cambridge jump into RIA custody game bigger; Goldman Sachs buys $600-billion 401(k) RIA as Wells Fargo reportedly eyes 401(k) exit ; Mercer does four deals in one month; LPL slashes an important advisor fee; A $13 billion advisor's fate is uncertain
- SEI targets the 60% of its book that are planning virgins with Advizr's 'lite' planning software -- an MRI on held-away assets and way to boost SEI products sales
- In historic UHNW talent grab, Cresset Capital Management makes three more head-turning poaches -- with Deloitte, Wells Fargo and Abbott Downing pedigrees -- in its bid to create a national family office
- Decades-old stench of annuity sales and deception hangs heavy, but very 2018 efforts by DPL, Nationwide, Allianz and others offer whiff of hope of cracking the RIA market
- Raymond James promotes yet another woman to a powerful position -- this time an alum of Duke, Columbia by way of Goldman Sachs -- to head the very LPL-intensive Northeast corridor
- LPL Financial's $28 million cash purchase of AdvisoryWorld solves one big problem: Now it can make sure the proposal software includes annuities in its proposals
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)