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Summary: RIA Match offers three different levels of plans tailored to varying levels of need. Select the one that best fits your current requirements. You can always change your package at a later date.
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Summary: Following a presentation Wednesday morning by Ric Edelman, the founder and executive chairman of Edelman Financial Services, on exponential technology, nearly every keynote presentation and panel focused on how advisers can future-proof their firm to keep winning clients in the face of rapid change.
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Summary: When you think about major investors in the financial technology space, there are the usual suspects: the venture capital firms, such as FTV Capital, private equity firms like Francisco Partners, and large institutions, such as BlackRock and WisdomTree.
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Summary: Will 2018 bring a collective embrace of the holistic financial planning model? How will heightened scrutiny from regulators weigh on fees and the delivery of retirement advice? What about robos and artificial intelligence?
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Summary: In my early years covering the financial planning industry, there was a common stereotype about accountants who also act as planners. It was thought that these CPAs were merely tax practitioners who had been badgered by their clients into learning a little bit more about investments.
