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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.
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Summary:
When Debra Wetherby started her investment advisory firm in 1990, she was 32, just married and had less than $50,000 of capital.She plunged into an emerging industry of advisers who run their own businesses rather than operating inside big brokerages such as Morgan Stanley, which she'd left in 1988. With 10 clients betting on her, working without a salary and living on credit cards, she rented an office on San Francisco's Sansome Street and gave herself a deadline: make money in three years.Today Wetherby Asset Management , leases the entire eighth floor of a financial-district high-rise adorned with toga-wearing female statues dubbed the corporate goddesses.
