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Can Robo-Advisors Really Be Fiduciaries?

Added on December 2015 in Thought Leadership
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Summary: How should robo-advisors be regulated? That’s a question the Securities and Exchange Commission must tackle, as assets managed by these firms will surge to $2 trillion in the next five years, argues SEC Commissioner Kara Stein.

Advisory firm owners balance rewarding performance with keeping a lid on compensation

Added on October 2015 in Thought Leadership
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Summary: Adviser salaries have been stagnant for the past two years, but bonuses are up sharply, reflecting a willingness by employers to reward performance while at the same time keeping a lid on overall compensation.

Why you need a project plan when bringing on new technology

Added on October 2015 in Thought Leadership
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Summary: With so many new or updated technology products available, it's not surprising that advisers are bringing on new tools all the time. It isn't easy though.Advisers need to consider a number of factors before acting: Who will be involved in the adoption process, who will champion the new software when it is rolled out, how long is it expected to take and in what ways will the product integrate with the current system.

Back-To-School with Knowledge & Insight Digest

Added on September 2015 in Thought Leadership
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Now that everyone is back-to-school, we wanted to remind you of a great resource that is available to all subscribers on the RIA Match platform.

Wearable Tech Goes Mainstream

Added on May 2015 in Thought Leadership
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Summary: Wearable technology is the blending of advanced electronics, sensors, and computing power into clothing or accessories that can be worn on the body. Wearables have come a long way, from smart glasses right out of a futuristic movie, to hidden fitness trackers that silently encourage us one step at a time. With the popularity of Fitbit and the fast-selling Apple Watch, wearables have burst into the mainstream.

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