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Summary: The robo advisory market no longer consists of only startups. Some of the largest players in the wealth management industry, including TIAA, Bank of America Merrill Lynch, Fidelity Investments, Raymond James, and Charles Schwab, have launched robo offerings to appeal to millennials and other investors who prefer a self-directed approach.
Added on November 2017 in Join an RIA
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Summary: Financial planning education is a fast-growing field. To better understand what students are looking for, their backgrounds and how they came to choose financial planning as a career choice, TD Ameritrade reached out to CFP Board-registered undergraduate program directors and analyzed their responses in a new survey.
Added on November 2017 in Form an RIA
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Summary: When Morgan Stanley recently announced it was withdrawing from the Broker Protocol — a system installed 13 years ago to lay out clear rules for advisors who leave one firm for another — the decision came as quite the shock to the financial advisory community.
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Summary: Financial planning firms are still trying to figure out what to do about the on-again, off-again DoL rule, and whether robo technology is friend or foe. But my candidate for the most disruptive force sweeping through our professional space is something much simpler and less-discussed: face-to-screen technology.
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Summary: Several InvestmentNews readers have asked me to weigh in on whether the recent Equifax data breach, which affected an estimated 143 million Americans, could compromise online Social Security accounts.
