More in Community

  • Jun 25, 2015
    blog

    Technology a Top Priority For RIA Growth

    Advisors are optimistic about the industry and are making technology a top priority to grow their businesses, according to a new study released by Schwab....More
  • Jun 25, 2015
    The Daily Brief

    Gen Y Still Gun-Shy

    Members of Gen Y may be the most scarred from the financial crisis and still very conservative with their investments, according to a recent survey by TIAA-CREF....More
  • Jun 24, 2015
    The Daily Brief

    Gronk-onomics

    Patriots tight end Rob Gronkowski, one of the least likely examples of financial frugality due to his excessive off-the-field partying, has reportedly managed his fortune quite well since he entered the league....More
  • Jun 23, 2015
    blog

    Firm Cybersecurity Breaches on the Rise

    Investment advisory firms say cybersecurity is the hottest compliance topic, and yet, the number of firms falling victim to attacks is on the rise....More
  • Jun 23, 2015
    The Daily Brief

    Google Search Shows We Look For Bad Advice

    When it comes to investing advice, the Internet may be a financial advisors’ worst enemy....More
  • Jun 22, 2015
    blog

    Third of Americans Have No Retirement Savings

    Retirement planning is still a proving to be a widespread problem for most Americans, according to the results of a Personal Capital conducted by Harris Poll....More
  • Jun 22, 2015
    The Daily Brief

    Robo Revolution?

    ​Robo advisors, broadly defined, could control $2 trillion, or 5.6 percent of investable assets, by 2020, according to consulting firm A.T. Kearney....More
  • Jun 22, 2015
    blog

    Ballers Episode 1: Breaking Down the Truths and Myths

    In the pilot episode of "Ballers," Dwayne “The Rock” Johnson is introduced as a retired NFL player turned financial manager. Here's what the show gets right or wrong about advisors so far....More
  • Jun 19, 2015
    blog

    Financial Planning Doesn't Pay

    Financial planners offer more services than their investment planner peers, yet earn less for their efforts....More
  • Jun 19, 2015
    The Daily Brief

    Time to Change How the Game is Played?

    Almost three quarters of advisory firm executives feel pinched by a talent shortage, but few are changing how they recruit....More
  • Jun 18, 2015
    The Daily Brief

    Daughters of Working Moms More Successful Professionally

    Mothers who work outside the home may be stressed out, but they are raising more successful daughters....More
  • Jun 17, 2015
    The Daily Brief

    Advisors Trump Smartphones, Coffee and Desserts

    The bond between a professional advisor and his clients is not easily broken. In fact, most consumers would rather give their smartphone, favorite dessert and coffee to keep their relationship with their advisor....More
  • Jun 16, 2015
    blog

    Fiduciary Fight Heats Up on Hill

    Opposition to the White House-backed to the proposed definition of a fiduciary financial advisors continues to grow on Capitol Hill....More
  • Jun 16, 2015
    The Daily Brief

    Number of Chinese Millionaires Skyrocket; Hedge Funds Follow

    Along with its stock market, the number of millionaires in China has skyrocketed, up 82 percent from 2012 to total 2.4 million, and another 50 percent to 3.6 million in 2014....More
  • Jun 15, 2015
    blog

    Cost of Litigation for Firms Totals $178B Since Crisis

    The cost of complying with regulations is skyrocketing. Banks and financial institutions in the U.S. and Europe have paid out $178 billion in litigation costs since the financial crisis, according to data compiled by the Boston Consulting Group....More
  • Jun 15, 2015
    The Daily Brief

    Calling Your Business "Fee-Based" Is Deceitful

    Advisors should never use the term “fee-based” to describe their business....More
  • Jun 12, 2015
    The Daily Brief

    Reality Bites

    Much gets written about millennials and boomers, but what about the generation in between? Carol Hymowitz at Bloomberg takes a deep dive into the financial situation of Gen X, and it's not pretty....More
  • Jun 11, 2015
    The Daily Brief

    Cohen's Pig in a Poke?

    MarketWatch reported the founder of SAC Capital and Point72 Asset Management shipped his family's pet pig to an animal rescue facility in Florida after the animal grew too big....More
  • Jun 10, 2015
    blog

    Industry Needs to Step Up Opportunities for Women

    Half of millennial women believe promotions in the financial services industry are biased toward men, according to a new PwC report....More
  • Jun 10, 2015
    The Daily Brief

    Investors Welcome

    The United States and Korea are the most investor-friendly markets in the world, while China is the least investor-friendly market, according to a report released by Morningstar Tuesday....More
  • Jun 9, 2015
    blog

    Millennials Not Worth the Effort Yet

    The industry seems obsessed these days with capturing millennial clients. But developing a focused strategy to attract these young clients is not that important just yet....More
  • Jun 9, 2015
    blog

    Aging, Old-School Advisors Bad for Business Growth

    Looking to grow? Improve the odds by avoiding older advisors with a high portion of their business still sunk in commissions and serving smaller households....More

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