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  • Aug 21, 2014
    blog

    Number of Women Advisors on the Rise, Especially at Banks 1

    The number of women in financial services is growing, but banks are leading the way. Women now represent 11.5 percent of all financial advisors, but make up 33.3 percent of advisors working at banks....More
  • Aug 21, 2014
    blog

    RIAs Gaining Ground, But Wires More Productive

    RIAs may be the fastest growing channel, but despite the recent billion-dollar breakaway teams going independent, wirehouse advisors are still more productive....More
  • Aug 18, 2014
    blog

    The Blotter Report: Dirty Rotten Liars

    A self-titled financial coach is in trouble over some shady financial advice while a Missouri who took off over his con starting unraveling takes a plea deal....More
  • Aug 12, 2014
    blog

    Advisors Risk of Being Replaced by Robots

    There’s a 58 percent chance that financial advisors will be “bot-sourced,” that their jobs will be replaced by a robot or computer, according to a recent Oxford study....More
  • Aug 12, 2014
    blog

    Ron Carson Says Stop Scoffing at Robos and Start Leveraging Tech

    Advisors who don’t think the so-called “robo-advisors” will become a threat are in for a rude awakening, according to Ron Carson...More
  • Aug 8, 2014
    blog

    Recent Grads Gain Stronger Link to CFP

    Recent financial planning graduates of CFP-Board registered programs can now call themselves “CFP candidates,” strengthening their tie to the designation with both potential employers and clients....More

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