Advisors should be increasingly aware of how banks are shaping client expectations.

The SEC-approved ETF strategy protects “the intellectual alpha of active managers.”

The No. 1 IBD adapted the Envestnet planning software to its digital advisor workstation as it looks for ways to maximize advisors’ efficiency.

The banking tech trends that will dominate 2020

With Portfolio Intelligent Income, the discount brokerage is shifting some of its focus toward clients ready to spend their investments.

While these 20 dizzying changes will throw some for a loop, financial advisors and their clients grow more powerful each year.

“There definitely will be people who don’t win in this,” says Altruist founder Jason Wenk.

Even as new technology and changing client demands force firms to constantly upgrade, advisors have potent defenses to help them stay competitive.

The interim CEO opens up about the loss of friend and partner Jud Bergman and reveals company strategy going forward at MarketCounsel.

It looks bright, says the CMO of Carson Group — but only if advisors face up to the problem and actively convert it into an opportunity.