RIAs

With its new $700 million valuation, Betterment takes top ranking among digital advice providers.

When a son or daughter joins a parent’s advisory practice, the transition can be tough, but it doesn’t have to be.

"We decided we wanted to take part in the consolidation of the industry," says Mercer CEO David Barton.

As of May 2, CFPs will lose the right to sue the board.

The former wirehouse advisor is the newest hire at Snowden Lane Partners, an independent firm.

“We expect this momentum to continue and potentially accelerate over the next five to seven years,” says investment banker David DeVoe.

Unscrupulous advisors are finding safe havens, and fear no regulatory body.

“We expect this momentum to continue and potentially accelerate over the next five to seven years,” says investment banker David DeVoe.

Independent robo providers still have a chance to survive and reach sustainability, thanks to an expected flood of smaller accounts being shed as a result of the rule.

Voices: The assumptions that robos can disrupt human advice or are even innovative technology should be questioned, argues Riskalyze CEO Aaron Klein.