Min Zhang

Preventing attrition is worth the extra effort to keep the practice healthy for succession.

Women need help in investing, and new niche robo advisers are providing a means to achieving financial confidence.

Here are three important factors to take into consideration when breaking away.

Here are three important factors to take into consideration when breaking away.

The digital M&A trend has much in common with the wildly popular game app.

Why offering a human touch is easier with the newest wealth management technology.

Why offering a human touch is easier with the newest wealth management technology.

Voices: If clients are already comfortable with DIY-investing, they could have already done so themselves with a robo advisor or low-cost brokerage.

Voices: For smaller B-Ds, there will likely be an added cost of obtaining an unbiased assessment of the consistency, accuracy and suitability of their robo tools.

Voices: Moving from a commission account to a fee-based account with an additional risk tolerance questionnaire does not equal sufficient Know-Your-Customer or suitability measures.