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  • Aug 12, 2014

    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

    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

    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

    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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