From InvestmentNews
Added on December 2014 in Other Ideas
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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.
From CNBC
Added on December 2014 in Other Ideas
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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.
From InvestmentNews
Added on December 2014 in Other Ideas
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Summary: Spotlight on American cities where independent advisers are thriving.
From InvestmentNews
Added on December 2014 in Other Ideas
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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.
From Think Advisor
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Summary: Most financial advisors didn’t get into this profession to manage people or to run a business. They got into it because of their love for finance and investing, and a desire to help people on their own journeys to fulfillment. But one day (and many can say they’ve already experienced this) they find themselves running their own practice, managing a team of people and tackling various other quandaries unrelated to the core of what they envisioned.
