From Think Advisor
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Summary: Attempting to dispel the myths about robo-advice, Tom Kimberly, general manager of Betterment for Advisors, said the nascent robo-advice market is not “human vs. technology. One is not going to win and the other lose.”
From InvestmentNews
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Summary: African-American incomes are rising faster than any other group in the world, but financial advisers seeking to target them as clients need to understand some of their deep-rooted money perceptions.
From Financial Advisor IQ
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Summary: [VIDEO] Natixis research says no matter what the wealth bracket, it's value that clients want.
From On Wall Street
Added on September 2016 in Join an RIA
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Summary: Advisers who are striking out on their own need to decide whether to be a registered investment adviser or affiliated with a broker-dealer.
From InvestmentNews
Added on September 2016 in M&A Issues
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Summary: They made up 26% of buyers in the first half of this year, rising from 11% in the first six months of 2015 and on pace to have the biggest showing for any year in the past decade, according to a Charles Schwab Corp. report released Tuesday on mergers and acquisitions in the RIA industry.
