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Clients want Uber. What will you tell them?
IPOs from companies valued at more than $1 billion have attracted significant media attention.
What to do when your client is IPO crazy
Advisors share their tips to avoid the frenzy over Slack, Uber and the next big thing.
Why RIAs aren't driving digital change: Q&A with In|Vest speaker, F2 Strategy's Doug Fritz
Firms ready for the future can explain their value to clients, know what their clients want and are modernizing for a digital-first era.
Kitces: Can advisors operate like Uber?
On-demand, highly specialized and competitively priced: If it works for car sharing, why not for financial services?