This month's edition kicks off with the big news that former Envestnet executive Lori Hardwick is joining Riskalyze's Board of Directors.
This month's edition kicks off with the announcement of Fidelity's new "Consolidated Data" platform, that aims to become a central account aggregation hub of all the relevant information regarding an advisory firm's clients and its own business.
Welcome to the August issue – where we look at the big news, announcements and underlying trends.
Here's a break down of Congress' latest moves to adjust the tax code.
The fifth annual conference for personal finance bloggers included a new adviser track. Here are the highlights.
New regulatory guidance likely to lead to new sites a la Yelp for advisory firms.
As someone who will speak at nearly 60 adviser conferences this year and fly nearly 120,000 miles, while simultaneously supporting several businesses, I've been forced over the years to figure out how to maintain productivity as a road warrior.
This twitter brigrade includes smart folks to follow and planners building their own
Or, why the flap between the FPA and the American College has ruffled my feathers
While there are many lists of blogs out there, financial planning's own social media “power tweeter” Michael Kitces, partner and director of research for Pinnacle Advisory Group and publisher of The Kitces Report and his own blog, <a href="https://www.kitces.com/blog/">Nerd's Eye View</a>, maintains a list of blogs specifically relevant for financial advisors.
