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Independent Advisor Alliance also started a robo advisor under Betterment for Advisors after adding more than $2 billion in assets over the past 12 months.

We’ve reached the point where we need to move beyond the ad hoc approach that has previously characterized professional development.

They may look good on paper, but such investments also come with thorny challenges.

The independent broker-dealer differentiates itself from competitors by offering an active portfolio and by giving access to advisors rather than clients.

Home prices are outpacing wages in about 40% of markets, while 61% were less affordable than the historic average, data shows.

Hyperpersonalization delivered via improved technology is critical for client relations, a new report says.

If passed, non-spouse heirs would be required to drain assets within 10 years after the owner’s death.

Since introducing an ongoing fee model, the platform has seen a 25% rise in account openings, according to the firm.

This basketball analogy can help you explain how portfolio diversification works across multiple asset classes.

Even as the wirehouse has cut back on recruitment, the hire of two new industry veterans show it’s still looking for top teams.