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  • TAX
    • Investment Strategies
    • Wealth Management
    • Estate Planning
    • Retirement planning
    • ESG
    • Financial Advisor Confidence Outlook
    • Practice and client management
    • Recruiting
    • Professional development
    • Growth strategies
    • Compensation
    • Regulation and compliance
    • Politics and policy
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    • Fraud
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  • Robo advisors
    Who will write the wealth industry’s future: Big banks or robo advisors?

    The advice industry’s current structure is “dumb” and in need of fixing, according to Betterment CEO Jon Stein.

    By Andrew Welsch
    July 16
    “The future will not be written by the large incumbents,” says Betterment CEO Jon Stein (center), who spoke on an In|Vest panel with Ritholtz Wealth Management Chairman Barry Ritholtz.
  • Robo advisors
    Is the fear of offering cheap advice dead?

    Just like in the early robo days, sustainability is a real concern for digital platforms.

    By Suleman Din
    June 19
    Andy rachleff Wealthfront IAG
  • Automated investing
    ‘The human will never be commoditized’: Q&A with In|Vest speaker Eugene Elias of Atria Wealth

    The client relationship should be the sole focus of new technologies, says the firm’s chief operating officer.

    By Sean Allocca
    June 19
    Eugene Elias
  • Investment technology
    ‘Firms need to evolve or they will die’: Q&A with Sachin Shah of 55ip

    Technology has created efficiencies for RIAs. It’s also a danger, says the firm’s COO.

    By Sean Allocca
    May 22
    Most advisors don't use these software tools chart - 2018 Tech Survey - 12/19/18
  • RIAs
    Innovation will set apart the acquirer from the acquiree: Q&A with In|Vest speaker, Silver Lane Advisors’ Liz Nesvold

    Some advisors think they’re stuck with legacy systems. They’re not, says the firms’ managing partner.

    By Sean Allocca
    May 15
    Elizabeth Bloomer Nesvold656
  • Automated investing
    Why the future is all about subscription fees: Q&A with In|Vest speaker Anders Jones

    The value advisors provide has not been historically aligned with the price clients pay. That’s changing, says the Facet Wealth CEO.

    By Sean Allocca
    May 8
    Anders Jones 2541
  • RIAs
    The human roadblock to RIA tech transformation: Q&A with In|Vest speaker, Orion CEO Eric Clarke

    Without advisor buy-in, scale can't be achieved, the tech executive says.

    By Sean Allocca
    May 1
    eric-clarke-orion-services
  • Mobile technology
    Why advisor tech had its iPhone moment: Q&A with Sunayna Tuteja of TD Ameritrade

    Wealth management technology is starting to reach a certain maturation level, says the firm’s head of emerging technology.

    By Sean Allocca
    April 24
    Sunayna Tuteja
  • Robo advisors
    Subscription fees may mean higher costs for clients: Q&A with In|Vest speaker Jon Stein

    The Betterment chief dishes on why flat fees may just be a “thing of the moment.”

    By Sean Allocca
    April 17
    Betterment CEO Jon Stein IAG
  • Client portals
    Stop focusing on the numbers: Q&A with In|Vest speaker Kraleigh Woodford of UBS

    The Swiss bank’s managing director says the wealth management industry is ignoring what matters most — the client experience.

    By Sean Allocca
    April 10
    Kraleigh Woodford
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CAN RIA GROWTH AND TRUE FIDUCIARY DUTY REALLY COEXIST?

Business goals cannot always put clients' best interests first. Here's why even the executives leading fast-expanding advisory firms say the critics have a point.

FP_November-December_2024.jpg
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© 2025 Arizent. All rights reserved.
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© 2025 Arizent. All rights reserved.