Technology

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Northwestern Mutual Acquires LearnVest, Reportedly For More Than $250 Million

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Northwestern Mutual has announced that it will acquire LearnVest, a financial planning platform.

United Capital Adds Two Board Members

by FA Staff

Andrew Rudd and Arthur Rubinfeld have joined United Capital Financial Partners board of directors.

Schwab Launches Intelligent Portfolios Robo-Advisor

by FA Staff

The automated ETF investment service builds, monitors and rebalances portfolios based on an investor’s goals and risk tolerance.

Many Affluent On Road To Millionaire Status, Fidelity Says

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Emerging affluent investors, as opposed to mass affluent investors, have greater wealth potential and may be on the path to becoming millionaires, according to Fidelity’s latest Millionaire Outlook...

LPL Financial Adds Zions Bancorporation To Platform

by FA Staff

Zions Bancorporation consists of more than 450 offices located in the western and southwestern U.S. representing more than $57 billion in assets.

IPhone App Robinhood Luring Users With Zero-Commission Trading

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The pitchman for Robinhood, the no-fee stock brokerage, looks a little like actor Seth Rogen: bearded, chubby, and, to some viewers, possibly stoned.

The Future Of The IA World

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As technology disrupts the world, the advisory business will face an unprecedented makeover.

The Appeal Of The Successful Business Owner

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She is the high-quality client who can lead to the success of a professional’s practice.

Into The 21st Century, Finally

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FinaMetrica’s improved platform is more flexible and better for users.

Rewriting The Global Fund Playbook

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M. Vinson Walden’s global fund values ideas over style boxes.

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