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

The addition of the country's largest IBD network demonstrates how much value BlackRock has created from its $152 million deal for Silicon Valley-startup FutureAdvisor last August.

Worries grow over retirement security, according to new research from IRI.

As digital wealth platforms turn to serve advisors, the trend will help those who are ready to enhance their practices with technological tools.

Jon Shanahan is a founder, president, CEO, and member of the board of directors at Businessolver. He is responsible for establishing the overall strategic direction with the company’s board and working with current and prospective clients to ensure their delight.

Prior to founding Businessolver, Jon was vice president of consulting services at Holmes Murphy & Associates (HMA), a leading national insurance agency. Prior to his time at HMA, Jon was director of operations for a leading healthcare organization (HHS Inc., which was acquired by Gentiva Health Services Inc.) in Iowa.

Jon’s educational background includes undergraduate studies in psychology and business at the University of Wisconsin-Eau Claire, as well as graduate studies in industrial relations at Iowa State University in Ames, Iowa. He has also obtained a certificate in human resources-related law through Drake University in Des Moines, Iowa, and the PHR designation from the Society for Human Resource Management (SHRM), and is a licensed health and life producer.

Some funds, even within the same category, are inherently more variable than others.

Maddy Perkins is managing editor of editorial operations at Arizent. Follow her on Twitter @perkedit.

"I think it’s too soon to call this version anything close to a victory for either consumers or the financial services industry," writes John Taft, CEO of RBC Wealth Management.