As companies inch closer to returning to the office, flexibility is key
Financial services companies have generally adopted remote work policies, but as offices reopen, the next issue becomes who is and isn't vaccinated.
Why virtual internships are here to stay
After adapting on the fly last year, financial advisers are embracing virtual internships as a more efficient way to train and recruit talent.
Financial Gym takes on ‘old-school’ financial planning
Merrill Lynch alum creates a new service model to provide financial advice to the masses.
Adapting to the changing preferences of next-gen clients
The first of a three-part series breaks down important preferences of next-gen clients as wealth managers manage the transfer of wealth.
Women advisers’ skills questioned by men disproportionately, poll finds
In an industry dominated by men, women said they faced challenges early in their careers to prove themselves.
Financial advisers are steering clients away from SPACs
Special purpose acquisition companies are leveraging celebrity endorsements to drive investor demand, while financial advisers struggle to protect clients from risk.
Out of work and looking for income: Can annuities help?
Annuities are one of the leading recommendations for near retirees who are concerned about running out of money. But they are also poorly understood by many consumers, and that puts people at risk for being sold inappropriate products in amounts that represent an outsize proportion of their savings.
2020 Innovator: Mark Iwry
Brookings Institution, Nonresident Senior Fellow
2020 Innovators: Gabino Roche
Saphyre, CEO and Founder
2020 Innovator: Ed Slott
Ed Slott & Co., President and Founder
2020 Innovator: Deborah Fox
Fox Financial Planning Network, CEO and Founder
2020 Innovator: Cynthia Loh
Charles Schwab, Vice President, Digital Advice and Innovation
2020 Innovators: Catherine Berman
CNote, CEO and Co-founder
2020 Innovator: Brian Hamburger
MarketCounsel, Founder, President & CEO
2020 Innovator: Barry Ritholtz
Ritholtz Wealth Management, Founder, Chair and Chief Investment Officer
2020 Innovator: Alan Moore
XY Planning Network, CEO and Co-founder
2020 Innovator: Aaron Klein
Riskalyze, CEO and Co-founder
2020 Icon: Judson Bergman
Envestnet, Founder
Advisers agree: It’s time to stop ignoring Bitcoin
Bitcoin's rally and an increase in institutional adoption amplify the need for advisers to educate themselves on cryptocurrencies.
Living the ‘lifestyle practice’ dream
Why a 64-year-old RIA doesn't worry about building scale and has no plans to retire, even though he could fetch about $5 million for his firm in today’s white-hot market.
