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.
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.
Added on December 2014 in Other Ideas
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Summary: Spotlight on American cities where independent advisers are thriving.
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.
Added on December 2014 in Other Ideas
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Summary: A vast majority of advisors are predicting a good market next year and a large group say they are excited about the prospects, according to an SEI Quick Poll of 463 advisors released Wednesday.
