Advisor Perspectives
- When Advisors Shouldn’t Give Advice
- The “5M” Approach to Turn Volatile Markets into Your Marketing Advantage
- Advisors Must be Their Own Fiduciaries
- When a Son is a Better Leader than His Father
- What Nobody Tells You About Your Social Media Personality
- A Tricky Stock Photo Trap: Beware of “Editorial Use”
- The Seven Proven Networking Strategies
FA Magazine News
- Passive Behemoth Turns To Stock Picking To Navigate Trade War
- GOP Leaders Want To Celebrate Tax Cuts But Few Are Listening
- Busy Week Gets Busier As Russell Shuffle Spurs Indexing Frenzy
- Ascensus Snags Two Firms To Build Out Its Benefit Plans
- Parents May Want Financial Contract With Kids
- Market Volatility May Be Behind 47% Rise In Finra Cases
- Ex-Morgan Stanley Rep Cries Foul As Finra Bars Her Former Boss
Financial Planning Magazine
- Are your clients getting an optimum experience?
- Rising interest rates give retirees good news and bad news
- Reality Shares introduces a blockchain ETF: Fund Scan
- In hot seller’s market for RIAs, hungry buyers are doubling upfront cash
- Betterment handed $400K FINRA fine for ‘window dressing’
- Northwestern Mutual promotes LearnVest executives after shutdown
- Kick back, relax, get smart: A financially savvy summer reading list
WealthManagement.com
- Fidelity's Subramaniam: We're a Tech Company That Happens to be in Finance
- “Show Me the (Social Security) Money”
- International Families Increasingly Want U.S. Trusts
- Ader's Near-Term Bond Market Thoughts for 6/22/18
- Is Inversion Imminent?
- The Market’s Defenses Are Down
- Vanguard Wins Over E*Trade With ETFs Despite 'No Payment' Policy
NAIFA
- Fifth Circuit Issues Mandate Vacating DOL Fiduciary Rule
- Members of Congress Providing Leadership on Financial Security
- NAIFA advocacy ensured insurance included in Senior Safe Act legislation
- Downfall of DOL Fiduciary Rule Bolsters the Annuities Market
- NAIFA and Industry Partners Ask Congress to Clear Up Confusion Over the Tax Reform Law
- Advisors Take Their Grassroots Message to Capitol Hill
- NAIFA to Revise, Modernize Bylaws
Investment News
- New ways to pay for college
- Silicon Valley, AI hit the finance world
- Ways to improve adviser adoption of new technology
- How technology is reshaping the advice business
- Independence of auditors critical when easing broker regulations
- Why the super wealthy may want to fund life insurance with a loan
- From asset manager to holistic planner
RIABiz
- A year after Acorns gets outed, Betterment faces its juvenile past with 2018 FINRA settlement over 2014 infraction
- What exactly is it about SmartAsset's Zillow-for-RIAs play that converted Focus Financial from funding seeker to a VC backer of $28-million round?
- As Brinker Capital embraces RIA future, it ends two-year period of being an outsourced CIO with no named CIO
- 'Capacity constrained' SigFig suddenly raises unsought $50 million after major VC steps forward
- One year on, John Copeland's roll-up growth is slow but expectations remain steadfast for big snowball
- Why Eric Clarke is pressing to give Orion's 1,500 RIAs first crack at BlackRock's Aladdin -- including two that already have feeds
- Joe Duran bets two heads are better than one with Kara Murphy and Bob Landry on board to lead United Capital's investment strategy
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)