Top news for advisors

  • Five Easy-To-Use Tech Tools For Advisors

    Tech gurus at Shareholders Service Group's annual conference identify easy-to-use software for advisors and explain why organized processes are essential to make the most of enterprise programs.

  • CFP Board And Florida Couple Continue Court Battle

    A Florida couple suing the CFP Board has asked the court to compel the board to produce documents, while the board contends it is in the process of gathering the material.

Inside the current issue

  • The Rise Of The Robo Advisors

    by Eric Rasmussen

    Are online advisory platforms like Bill Harris’ Personal Capital a friend or foe to flesh-and-blood advisors?

  • Indies Ascend

    by Dan Jamieson

    Pressures are increasing, particularly on small independent b-ds, but various trends are creating plenty of opportunity for the industry overall.

  • The Old Normal Is Scary Enough

    by Evan Simonoff

    A long-term bear market for bonds changes all the retirement calculations.

VIEW MORE

Expert Views

MORE VIEWS
Sponsored by :

Financial Advisor Videos

On The move

VIEW MORE

FA Green

MORE FA Green

Exclusive Sponsored Sections

  • Annuities
    How they fit into
    retirement planning.

     



  • Broker/Dealer
    What they offer
    financial advisors.

     



  • B/D Rankings
    See our annual
    ranking of
    Broker Dealers.
     



  • ETFs
    A look at this
    expanding
    category.

     



  • Mutual Funds
    Articles on a
    variety of
    these investments.



  • Practice Management
    How to build a better
    business.




  • Technology
    New developments
    and product reviews.



  • Women in Planning
    Women in the
    profession are
    spotlighted.



White Papers

 

The Role of Technology in
Driving Performance and Growth

 

Sponsored by:

Other publications

  • Private Wealth
  • Impact Investing
  • ETFR