It would not be a conference for wealth managers without a panel on robo advisors, where forward-thinking industry practitioners try to convince a skeptical audience that their conventional business model is being disrupted faster than they realize.
Family is clearly important to David Young, so when his son-in-law died suddenly from a brain aneurysm, leaving his 25-year-old daughter Katie alone with a newborn, his sensitivity toward the matter led to what is now the Live Your Dream foundation.
In 2007, William Pickens founded the Mid-South chapter of Gift of Life International foundation which brings children with heart defects from developing countries to leading U.S. hospitals for operations and recovery.
It’s worth looking at the so-far relatively muted response of the industry to the Department of Labor’s second go around in proposing new fiduciary regulations for financial advisors to retirement accounts.
Whatever your feelings about Obama’s recent turn toward progressive economic populism, the speech did focus the public’s attention on the possibility of conflicted advice when it comes to individual retirement accounts (IRAs), even if many still have only a faint idea of the issues at play.
When we thought about this month’s cover story, the idea was to show the beating heart inside some of the so-called robo-advisors, online asset allocation tools that use algorithms and funds to create tailored low-cost investment portfolios.
Barry Ritholtz and Josh Brown announced they were working with Upside, which has developed an automated online financial planning and investment platform meant to be white-labeled for planners who want to compete with the likes of WealthFront, Betterment or FutureAdvisor.
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