Model portfolios, which have exploded in popularity in recent years, are ridden with conflicts of interest, a trio of academics argues.
Onyx Advisor Network is a new platform designed to support underrepresented advisers by providing them with resources, tools, and networking. The founders, Dasarte Yarnway and Emlen Miles-Mattingly, discussed their plans for the platform and their vision of how to diversify the industry in an InvestmentNews livestream.
The speech, delivered the day before he was killed, encourages listeners to fight against socioeconomic injustices and inequality.
Justin Green, founder of AssistFP, has learned that developing a niche is an evolutionary process.
Marketing is a long game. First impressions matter, but lasting impressions matter more.
While the company hasn't staunched the bleeding of its financial advisers completely, the three months ending in December saw the rate of decline slow a bit, while the average revenue per adviser continued to increase.
The former UBS chief was named co-chair of recently rebranded NewEdge Capital Group.
Choir uses proprietary algorithms to measure the diversity of a conference's speakers.
Matthew Clason was registered with Lincoln Financial Advisors until 2016, when he moved his registration to LPL Financial.
The first installment of a two-part series looking at the major trends in the financial adviser ecosystem that shaped big AdviserTech events in 2021, and what those trends portend for the year to come.
Lindsey Swanson leverages search engine optimization and 'in your face' messaging to develop an advisory niche among the 'stigmatized' world of adult entertainers.
For many financial advisers, the slide reinforced the notion that Bitcoin is just too volatile for client portfolios.
The former Fidelity executive will develop strategies for advisers serving high-net-worth clients.
The settlement stemmed from potential claims related to Merrill's "management and oversight" of brokerage accounts opened by the owner of Jay Peak, the failed Vermont ski resort.
National Securities Corp. and Calton & Associates Inc. reported increased expenses in light of potential legal costs.
Elliott, president of Grid 202 Partners, an RIA in Washington, D.C., takes on the role as the organization has been promoting diversity in the financial advice profession.
As firms chase scale with bigger and bigger deals, RIA sellers are enjoying the ride of record-level valuations.
It's getting tougher to do the right thing, with the right people, at the right time. But here are some steps you can take.
Despite last year’s riot at the Capitol and a variety of lethal Covid-19 variants, the broad stock market roared, which is always good news for financial advisers and their firms.
Millions of consumers are already creating free financial plans right from their mobile phones, meaning the ability to create customized plans may become commodified.
