More in Industry

  • 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 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 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
  • Aug 4, 2014
    blog

    The Drivers of Growth

    Sustainable growth advisory firms don’t rely solely on referrals; they are advanced in their marketing and business development efforts, according to a new report by FA Insight...More
  • Jun 27, 2014
    blog

    SEC May Lack Sufficient Data for Fidiciary Rule, Industry Groups Cry Foul

    A senior official with the Securities Exchange Commission told Congress Thursday the regulator may not have sufficient data to move ahead on fiduciary rulemaking, but industry groups aren’t buying it....More

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