From FA Magazine
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Summary: Why should you care? Because disruptions are happening right now in our industry that many may be underestimating.
From IRIS
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Summary: Robo advisory” is the internet interface of investing, a new breed of online financial advisors who use computer models and algorithms to both design and manage investment portfolios. What will successfully competing in this new investing environment will demand?
From Financial Advisor IQ
Added on April 2016 in Form an RIA
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Summary: Sen. Elizabeth Warren, D-Mass., says that Lincoln National, Jackson National Life Insurance Company, Transamerica and Prudential Financial may have broken securities laws in their comments about the coming fiduciary rule from the Department of Labor, ThinkProgress writes.
From Financial Advisor IQ
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Summary: The advantages of owning an independent financial-advice firm — like more freedom and a shot at more money — don’t always extend to marketing.
From Financial Advisor IQ
Added on April 2016 in Join an RIA
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Summary: Advisors set on leaving their firms but unsure whether to start their own practice or join an existing RIA need to answer just three questions to determine their optimal choice, writes Norb Vonnegut, a former advisor, in the Wall Street Journal.
