In light of the “dis-economies of scale” at work in the large firms, we see a significant opportunity for boutique advisory firms serving NRCs.

Dec 3 Billionaire investor Mark Cuban is lashing out against the U.S. Securities and Exchange Commission over its push against legislation that would require government agencies to get warrants before accessing emails of people under investigation...

Whether advisors like it or not, robo-advisors are behind the drive to improve advisor technology. Advisors need to embrace, not ignore, those improvements.

Members of Congress on Wednesday criticized the Department of Labor’s support of so-called robo advisors, saying the online automatic investment tools were not an acceptable alternative to face-to-face interactions...

Every financial advisor should be striving to be exceptional in the eyes of their affluent clients and COIs.