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The fee-only association head tackles challenging issues facing members.
February 19
The 20 top-performers are largely comprised of low-cost tech offerings.
February 19
Venture capitalist and In|Vest Conference Chair Sebastian Dovey says in a new episode of Financial Planning’s podcast that the industry is “No. 1 for playing ourselves down” and “saying that we’re bad” at technology.
February 13
Although roughly 40% of the actively managed industry beat their indexes, the worst-performers eked out an average gain of just 1.07%.
February 12
The 8,000-advisor IBD network will launch “a more robust hybrid offering” this year, Head of Wealth Management Tim Stinson tells Financial Planning in a new podcast.
February 11
Direct indexing, heightened competition and advisor tech platforms were just some of the critical details executives discussed.
February 7
Here’s what these companies are doing to attract and retain employees.
February 7
Entrepreneur Abraham Okusanya explains in the latest episode of Financial Planning’s new In|Vest Podcast how he’s trying to help firms and planners tackle retirement distribution.
February 6
They’re more expensive than their passive peers. But did they beat their benchmarks?
February 5
The companies on Arizent’s third annual list of Best Fintechs to Work For share an ability to create personal connections with employees, and offer top-tier benefits like generous sabbaticals, fully paid insurance, and parental leave on day one.
February 4