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Not totally independent yet. | keira01/iStock/Thinkstock
Millennials may strive for financial independence, but as a whole, they've been slow to break out on their own. According to Fidelity Investments' Millennial Money Study, nearly half (47...
Smaller advisory firms are still leading the charge with technology adoption, but that doesn’t necessarily indicate that technology is less important to larger firms.
A quarter of nearly 2,000 firms surveyed by RIA in a Box, a technology firm ...
Scared and confused is how Americans feel about handling their personal finances, says a new report by SmartDollar and Ramsey Solutions. While 26 percent say they are scared and 25 percent feel confused about handling money, only 26 percent o...
Financial advisors are not fans of Hillary. | Copyright Chip Somodevilla, Getty Images
Consider the source here, but Breitbart.com is reporting on a Woodbridge Wealth survey that 83 percent of financial advisors prefer Donald Trump over Hillar...
PricewaterhouseCoopers predicts major changes coming to the financial services industry by 2020, especially in the makeup of a firm’s workforce and how it is recruited, organized and compensated. With automation replacing the bulk of transact...
Help is available.
Envestnet is the latest firm to create tools to help advisors comply with the Department of Labor’s fiduciary rule, which takes effect next April. The firm’s tools include a best interest assessment, which is integrated cli...
Copyright Andrew Burton, Getty Images
The Financial Services Institute, the member association for independent financial advisors and independent broker/dealers, represents about 167,000 independent advisors and 100 IBDs nationwide. A new FSI st...
