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Registered Rep.
June 12, 2012
Kristen French |
The Online Advice Revolution While the machine may never completely replace the flesh-and-blood financial advisor, it will force you to narrow your focus and lower your fees.   |
Registered Rep.
October 29, 2014
Diana Britton |
Wealthfront's Nash on the Robo's $64 Million Infusion Wealthfront has now raised more capital than other prominent robo advisor platforms, including LearnVest and Betterment. The company now manages $1.5 billion. |
Registered Rep.
July 30, 2013
David Armstrong |
Editor's Letter: August 2013 Plenty of advisors and others in the industry are skeptical that any of these new-fangled, computer-based financial planning services will ever succeed, and the closing of BloombergBlack will certainly bolster that view. |
Registered Rep.
December 17, 2014
David Armstrong |
Editor's Letter: January 2015 Thankfully, we're burying the old "robo-advisor: good or bad" debate, and moving on to much more exciting things. |
Registered Rep.
July 8, 2015
Jerry Gleeson |
No Slowing RIA Growth In the financial advisory industry there are potential regulatory burdens, fickle investors, and crafty competitors -- but nothing has changed the relentless march of the registered investment advisor space since the 2008 crash. |
Registered Rep.
December 26, 2012
Diana Britton |
Not Your Momma's Financial Advisor Some financial advisors are "tricking" out their offices and dressing down to attract Gen X and Y investors. But you've got to change more than just your look to attract the new generation of clients. The young'uns demand lower fees, no minimums, and a more tech-centered financial experience. |
Registered Rep.
May 13, 2013
Lauren Barack |
Baby Boomers Driving the Technology Wave Forget "next-gen." The real push for an online component to the financial advisory business is coming from the older generation, and the change is happening faster than you thought. |
Registered Rep.
September 30, 2009
David A. Geracioti |
Do Retail Financial Advisors Have an "Unhealthy Focus?" The Financial Times suggests the way financial products and services are sold need to be completely overhauled. |
Financial Advisor
May 2011
Sherri Scordo |
Frontline News Is the broker protocol being eroded... Fiduciary can be marketing tool to get high net worth clients... Americans unconfident about their retirement... |
