From RIA Match
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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.
From InvestmentNews
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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.
From WealthManagement.com
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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.
From Financial Planning
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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?
From OnWallStreet
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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.
