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Apr 17, 2014
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Most Influential IBDs in Social Media  

As consumers increasingly turn to social media to shape their perception of a company or brand, advisors should be aware of their firm’s social media footprint. With numbers adjusted for the size of the firm and weighted, here are the most influential IBDs in social media....More
Apr 15, 2014
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LearnVest, Betterment Announce New Funding

Online advice platforms Betterment and LearnVest raised $32 million and $28 million in new funding, respectively. The rise of the robo-advisor continues....More
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Apr 18, 2014
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XY Planning Network Explores Partnership with Betterment

Many advisors fear that online investment platforms will take their jobs. Instead, one group of advisors is learning to use the technology to their advantage....More

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