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Summary: Reaching out to family members is a common strategy for advisors just starting in the business. Yet many say relatives can be tough customers. A close relationship by blood or marriage is a “good way to get your foot in the door, but it’s not a basis for continuing to work with somebody,” says David Schneider, principal of Schneider Wealth Strategies in New York.
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Summary: Tony Robbins brought his message championing independent advisers and a fiduciary standard on the road, taking the stage at the 2014 MarketCounsel Summit in Las Vegas, Nevada. His comments got advisers talking on Twitter, and we've pulled together a collection of the top tweets about Mr. Robbins' turn in the spotlight at MarketCounsel.
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Summary: As more online-only wealth management platforms, commonly referred to as robo-advisors, crop up in the marketplace, investors find themselves with a wider array of investment advisory and portfolio management options than ever before.
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Summary: Spotlight on American cities where independent advisers are thriving.
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Summary: Custodians and other firms that serve financial advisers are scrambling to help them integrate digital platforms that will enable them to profit from younger clients and those with fewer assets.
