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Latest Betterment, LearnVest fundraising elicits a Twitter firestorm
[View the story "Betterment, LearnVest and the robo-adviser landscape" on Storify]
Online rivals Betterment, LearnVest rake in $60 million of venture funding
Betterment's Series C round brings in $32 million; LearnVest closes on $28 million; fundraising touches off a Twitter firestorm.
Pressure mounts on advisers to lower fees
A national focus on financial industry fees has moved into the advisory realm. Clients are increasingly asking their financial advisers to lower — or at least explain — what they are paying in investment and advisory fees, some advisers said. “We're receiving more phone calls asking to have this
Advisers say clients are calm, cool as market crumbles
Long-term outlook is still bullout even as correction gets nasty; volatility not a surprise
Millennials: Young and poor now, but your mainstay clients someday
They may not have money now, but executives say you should get ready for when they do.
Billion-dollar teams inch into indie market
With improvements in technology and compensation models, independent firms are narrowing the gap in the competition for the biggest talent on Wall Street.
Advisers' business booming, but dark clouds looming
Firms lagging in long-term planning, standing out from the crowd and connecting with young investors.
Tech-savvy young planners band together to share the wealth
'FP Hackers' brainstorm issues facing new businesses — and even refer clients to one another
Adviser reviews coming soon to a website near you
In the wake of new SEC guidance, advisers need to brace themselves for online reviews, including negative ones. Liz Skinner on what the relaxed restrictions will mean for your business. (Plus: Read Michael Kitces' take and find out if your client review tactics are compliant.)
'Heartbleed' cybersecurity threat looms over advisers and clients
Steps, including changing passwords, multi-factor verification, can be taken to lessen threat.
Take the quiz: Are your client review tactics compliant?
Now that the SEC has allowed advisers to use third-party client reviews on their websites or social-media pages, it's time to figure out what kinds of uses will run afoul of industry regulators. Test your compliance knowledge with these five client review sharing scenarios to figure out if you're
Three big trends top advisers need to focus on now
Three trends creating the greatest potential and impact in the near term center around industry consolidation, human capital and the maturing of the advisory industry.
Quantifying the best practices of advisory firms
InvestmentNews Moss Adams data show that top performers increase revenue by adding new clients.
Redtail, Riskalyze announce integration
Redtail Technology Inc. and Riskalyze on Tuesday announced an integration partnership that links Riskalyze's client risk tolerance tool directly with Redtail's customer relationship management system. Under the terms of the partnership, which is now live for all advisers who use both software
Advisers create a franchise operation for divorce planning
Team to offer professional testimony in court, forensic accounting and other services.
Explore your opportunities and be informed for your next move.
February 27, 2014