FINRA Report Finds Some Investors in the Dark on Fees

Dec 12, 2019

A new FINRA report analyzed the investment knowledge of more than 2,000 respondents with investments in nonretirement accounts.

'Stop Calling Content Marketing'

Dec 12, 2019

Most advisors fail at digital marketing, but increasingly it’s the only place they can stand out and get noticed.

Bill Crager on Leading Envestnet Through Grief and Sorrow

Dec 12, 2019

Envestnet President Bill Crager got a devastating phone call on Oct. 3 when he learned that Envestnet co-founder Jud Bergman had passed away. Here’s what happened next.

How to Script Your Next Financial Advisor Video

Dec 12, 2019

Four tips to make your videos stand out.

Clayton: Accredited Investor Proposal "Next Step" In Revising Private Securities Access

Dec 11, 2019

Senators cited concerns about whistleblower awards and Regulation Best Interest during the SEC Chairman's testimony before the Senate Banking, Housing and Urban Affairs Committee.

HighTower to Launch Two-Year Leadership Program

Dec 11, 2019

The program, to kick off early in the second quarter next year, will be available only to internal advisors and simulate the experience of running an advisory firm.

What Is Advisors' Time Worth?

Dec 11, 2019

Is a COO right for your practice?

YCharts Survey Reveals Clients Love Good Ol' Communication

Dec 11, 2019

Clients want more engagement from their advisor, and in various forms.

Transparency With Diana B.: Advisors and Mental Health

Dec 11, 2019

In this episode of the Transparency With Diana B. podcast, Dr. Alden Cass uncovers the surprising reality of what it’s like to be an advisor, what contributes most to their mental health issues and actions you can take to help yourself.

Snappy Kraken Partners with TAMP to Draw ‘Leery’ Advisors

Dec 10, 2019

Are you willing to be Snappy Kraken and Sawtooth Solution's test advisors?