Firms should address shortcomings in data reporting now.
A more diverse fund industry would have no effect on investor returns.
Number of people with more than $50 million in net assets grew 10% last year
Study finds 28% of aging adviser population unsure about who will take over.
Super OSJ and two large groups switch from NPC, LPL and Invest.
Boston-based Phil Closuit joins the firm's employee broker-dealer.
Sharp minds. Engaging personalities. We're searching for the advice industry's up-and-comers — and we need your help
While the company is only exploring a banking venture for now, some experts believe it is inevitable that Amazon will eventually turn its attention to financial advice of some sort.
Fintech firm has high hopes for new portfolio accounting tool feature.
Firm will delay shutdown of its legacy system amid advisers' concerns about readiness of new system.
Sal Cucchiara replaces Christopher Randazzo, who moves to Rockefeller Capital.
And that's where a financial adviser truly shines — here's how to help them
Managing clients' investments in a unified manner is here to stay, and advisers should keep that in mind when selecting technology.
You're already a pro on Twitter and LinkedIn, so what's wrong with going outside your comfort zone?
Technology promises better risk profiling, but is it helping advisers?
Comment period ends April 27.
Believe it or not, it's possible for firms with advisers spanning different generations to use technology to serve clients holistically
Firms should develop a service model to ensure the needs of 'top' clients aren't undercut by the demands of everyone else.
If you want your millennial advisers to be rainmakers, you'll have to invest in growing their rainmaking capabilities.
The increasing use of asset-based fees has solidified the relationship between advisory firms' fortunes and financial markets.
