This month's edition kicks off with the big news that robo-advisor-turned-enterprise-digital-advice platform SigFig has raised a whopping new $50M round from famous VC firm General Atlantic.
Potential clients educate themselves online long before they pick up the phone to schedule an appointment. How can you make a good digital first impression? Hint: Start small and be consistent.
Scott Curtis will head private client business, while Tash Elwyn adds title of CEO of employee business
The key to social media success is ... just a few paragraphs away.
Use your customer relationship management software to both segment and document clients more efficiently.
More than 100 companies now put some money toward their employees' student loans.
It's easy to say "we tolerate everybody," but here are actionable suggestions for fostering a more inclusive workplace.
CFP Board, FSI oppose new law prohibiting use of terms "certification" or "registration" for credentials not approved by state.
Executive has served as the chair of the SEC, Finra and the CFTC
Brokerage veteran will help content marketing company develop new services.
The record keeper joins some other big competitors in offering participants their money back if their accounts get hacked.
Brian McIntyre says Finra laid off mostly older workers after it lost a regulatory contract with the NYSE in 2016.
But advisers say they don't see using apps like Zelle or Venmo to collect client fees.
Affluent clients are confident about retirement plans, but not medical expenses
PridePlanners has fully integrated with the Financial Planning Association to broaden the knowledge for serving this community.
Fintech companies are using data to develop next-generation metrics for advisers.
UBS exec Richard Steinmeier will replace Bill Morrissey, who is retiring after a number of LPL recruiters jumped ship.
A revocable trust with a co-trustee might have averted the former astronaut's battle with two of his children.
Artificial intelligence, Amazon and robo-advisers are some of the topics on the minds of tech experts.
Buying the tools is only the beginning. Firms must follow up with incentives, training and hand-holding for some.
