Michael Kitces and Alan Moore led a wide ranging question-and-answer session addressing the addition of virtual assistants, Schwab's acquisition of TD Ameritrade and the pandemic's impact on membership.
Limited partners are demanding more detailed data and insights into investment performance, rent collections, leverage and other key information.
Berger Financial Group spent 18 years with Cambridge Investment Research but now has launched its own RIA.
While tech adoption accelerated in 2020, in most cases advisors were prepared for the new decade's curveballs.
Robinhood, with more than 13 million customer accounts, is exploring other added security options.
