Many advisers are trying to decide whether to offer a digital advice platform and how to incorporate and price the service. <b><i>(Don't miss: <a href="http://www.investmentnews.com/gallery/20150310/FREE/310009998/PH/10-top-robo-advisers-to-watch" target="_blank">10 top robo-advisers to watch</a>)</i></b>
Morningstar wants to become 'ubiquitous' with investors, according to founder Joe Mansueto. Will their new initiatives turn around the firm's declining share prices and profits?
Group asserts its intent to 'continue to vigorously defend itself' against lawsuit
Over 60 brokers have jumped to LPL since October, MetLife alleges; former brokers strike back, accusing the insurance company of poor practices.
For Armond A. Dinverno of Balasa Dinverno Foltz, leadership means grooming the next generation of adviser talent.
Fees and expenses matter, but in a procedurally prudent investment process, their management should account for less than 10% of a fiduciary's total efforts
Regulator charges Kimberly Springsteen-Abbott with misusing investors funds, fines her $100,000.
A tale of finding a solution to the yellow pad.
Halbert Hargrove taps the medical profession's expertise in drawing out important client information.
Government watchdog says securities regulator vulnerable to cyberattacks.
Inside a biohacker's booming business and its health claims
Using lessons from behavioral finance can help advisers soothe clients' emotions during challenging times.
CEO Mark Casady takes biggest hit; $1.5M bonus is down 41% from previous year
In an industry notorious for documents and signatures, firms welcome chance to automate
Broker-dealer regulator says parts of communications rules that would be excised include the filing of generic investment company material and shareholder reports.
Because the company has its sights on mobile, and so should you.
Firms without adequate client risk assessment systems will have a hard time keeping business when the market goes south
Take the time to get your site mobile-ready, and make sure the content on it is easily readable and navigable
The firm has boosted female adviser head count past industry average over the past eight years through successful networking and mentoring programs.
