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Summary: Though initially slow to gather investor assets, low-cost robo-advisors have begun to accumulate an impressive amount over the past year or so. The largest, Wealthfront, just topped $2 billion under management. More impressive, big platform providers like Fidelity and Envestnet have bought or cut deals with robos as the backbone for consumer or institutional offerings.
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Summary: There comes a time in every growing advisory firm's life when the owner has to stop managing a practice and start running a business. Adviser Gerard Klingman explains his process for shifting to professional management
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Summary:Ten years after it introduced its Advisor Services platform and one year after it completed distribution of a revamped version, Scottrade is holding a series of workshops around the country to help advisors adopt strategies and tactics to grow their businesses.
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Summary: For the past couple of decades, wealth management has been a pretty sleepy corner of the financial services industry. Not much has changed in the process of delivering financial advice over the years, despite the fact that there have been seismic shifts in technologies, demographics and consumer demands during that same time frame.
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Summary: From the perspective of the end-client, the process of procuring financial products, from whole life insurance to liquid alts, is changing and the industry should be proactively changing with it. Investors as well as advisors should benefit.
