Britney Spears’ struggle for independence puts a spotlight on conservatorships
The pop superstar's plea to end her 13-year conservatorship raises questions around its validity and prompts experts to rethink the whole system.
Working canine to 5: Dogs in office help reduce stress
Employers that are dog-friendly might be more likely to have happy workers, especially after the pandemic.
Newfound financial freedom for college athletes could be a game-changer for advisers
Advisers could provide guidance that would last a lifetime — whether players go pro or into the workforce. But tapping into the market is a challenge.
Prep for ransomware attacks or be ready to pay the price
Ransomware attacks in the U.S. increased 300% in 2020 and cost victims $350 million. Advisers make easy targets because they publicly release AUM and hold some of the most sensitive client data that directly connects to their finances.
Britney Spears’ fight for financial freedom holds lessons for advisers
The controversy over the pop star's right to control her wealth and health has sparked the #FreeBritney movement, created by her fanbase to raise awareness of the fight to release Spears from a 13-year conservatorship.
Why is LPL’s biggest branch starting its own broker-dealer?
Private Advisor Group has taken the unusual step of launching its own broker-dealer with the intention of putting it in better position to grab referrals.
The New Normal: More advisers are abandoning traditional offices to work from home
After more than a year of working remotely, financial advisers and their clients are embracing the upside of virtual interactions and remote worksites.
As companies inch closer to returning to the office, flexibility is key
Financial services companies have generally adopted remote work policies, but as offices reopen, the next issue becomes who is and isn't vaccinated.
Why virtual internships are here to stay
After adapting on the fly last year, financial advisers are embracing virtual internships as a more efficient way to train and recruit talent.
Financial Gym takes on ‘old-school’ financial planning
Merrill Lynch alum creates a new service model to provide financial advice to the masses.
Adapting to the changing preferences of next-gen clients
The first of a three-part series breaks down important preferences of next-gen clients as wealth managers manage the transfer of wealth.
Women advisers’ skills questioned by men disproportionately, poll finds
In an industry dominated by men, women said they faced challenges early in their careers to prove themselves.
Financial advisers are steering clients away from SPACs
Special purpose acquisition companies are leveraging celebrity endorsements to drive investor demand, while financial advisers struggle to protect clients from risk.
Out of work and looking for income: Can annuities help?
Annuities are one of the leading recommendations for near retirees who are concerned about running out of money. But they are also poorly understood by many consumers, and that puts people at risk for being sold inappropriate products in amounts that represent an outsize proportion of their savings.
2020 Innovator: Mark Iwry
Brookings Institution, Nonresident Senior Fellow
2020 Innovators: Gabino Roche
Saphyre, CEO and Founder
2020 Innovator: Ed Slott
Ed Slott & Co., President and Founder
2020 Innovator: Deborah Fox
Fox Financial Planning Network, CEO and Founder
2020 Innovator: Cynthia Loh
Charles Schwab, Vice President, Digital Advice and Innovation
2020 Innovators: Catherine Berman
CNote, CEO and Co-founder
