By 2020, the majority of wealth management will probably still involve real, live wealth managers, but the rise of the "robo-advisers" continues. Are you ready?
Ohio Securities Commissioner Andrea Seidt is concerned that the Securities and Exchange Commission is getting bogged down.
When your clients wake up in the middle of the night with sweaty palms, what are they afraid of? What is it they ultimately want you to protect them from?
Technology has vastly improved transactions in our industry, but JP Nicols says we also need it to improve relationships.
Are women on the rise or dropping out of the career track before the next promotion? A snapshot from the 2013 <i>InvestmentNews</i>/Moss Adams Adviser Compensation and Staffing Study capturing gender breakdown of pay and work in the advisory industry.
Microsoft has released its first major update for Windows 8 with a slew of fixes intended to improve features and address many usability issues and concerns with the original release. Is it time to make a change?
The financial industry has a tendency to blame mainstream media for hyping financial news, and yet, is guilty of the same crime where social media is concerned, according to Robert Sofia of Platinum Strategies
Here are three ways to deal with the ever-expanding mountain of electronic mail.
Deep relationships and sense of community help advisers retain clients, adviser coach says.
Sometimes a shift in focus — and body — is necessary to make a point.
Robert Auwaerter, a 32-year veteran of The Vanguard Group Inc., on Monday announced plans to retire next March as head of the fixed-income group. He will be replaced by Gregory Davis, 43, who currently serves as chief investment officer of the Asia Pacific region and is a director of Vanguard Investments Australia.
After attending a lot of financial planning conferences, here's why Sophia Bera "hearts" #FinCon13
For advisers with first or second generation models, more speed, more power.
Three ways oXYGen Financial has used the platform.
Despite the growing success of the social-media site, most advisers' profiles are stuck in the 1980s. Check out three ideas from Ted Jenkin that will boost your connections right away.
What if you never needed to carry around a business card again? Check out five apps that are about to change your life
