Retirement adviser aggregators want teams, not individuals
Tips to help small advisers looking to sell or join a specialist.
Factors that determine a retirement plan adviser’s value
Why it's so hard to determine what a retirement plan business is worth?
FAANGS and other forces that could disrupt business for retirement plan advisers
Potential scenarios the retirement-plan community could soon find itself facing.
Future advice business will still require human touch for clients
Advisers should not fear being automated out of existence.
Advisers must expand beyond financial planning for future to tackle life today
Shift in service will affect compensation.
Do financial advisers need mandatory technology adoption?
Fintech can't work if it's not used, but not everyone agrees whether to use carrots or sticks.
What’s the next emerging technology for advisers?
Fintech firms to embrace Alexa, holograms and more to help advisers deliver financial help to clients.
Technology issues test RIAs and custodians
Figuring out robo-advisers and fiduciary are among top concerns for financial planners?
Broker-dealers debate big data and other technology promises
Will fintech ever generate the business analytics advisers want?
Fiduciary education is key for plan-sponsor investment committees
Regular training can help committee members understand their responsibilities to plan participants.