Parents (and wealth managers) just don't understand. | ViewApart/iStock/Thinkstock
Firms can do a better job supporting high-net-worth millennials—or at least the advisors who service them, according to a new repo...
Richard Salmen
The CFP Board has elected Richard Salmen, CEO of Northern Financial Advisors in Michigan, to serve as 2017 chair-elect. Blaine Aikin, CEO of fi360, is the current chair-elect who will serve as chair...
They can't all grow up to be Michael Phelps. | Copyright China Photos, Getty Images
While participating in competitive sports can teach youth valuable lessons, it can be costly. Parents whose children participate ...
A clear distinction.
Apex Clearing, which custodies assets for robo advisors including Wealthfront, Betterment, Personal Capital and Robinhood, has partnered with Vanare to offer the white-labeled version of its d...
Dollar, dollar bills, ya'll. | Image via @cashcats Instagram.
MassMutual is turning to cats and dogs to get people to save more for their retirement. The insurance company has launched a direct marketing campaign ...
Retirement plan keepers embracing the fiduciary rule. | Copyright Alex Wong, Getty Images
Many advisors not currently operating under a fiduciary standard were unhappy when the Department of Labor finalized its co...
Slow going. | DAJ/Thinkstock
Assets under management growth is expected to slow from 7 percent per year to 5 percent per year until 2020, says an Oliver Wyman Wealth Management report co-authored by Deutsche Bank ...
Be honest and up front. | Copyright Justin Sullivan, Getty Images
Most high net worth and ultra high net worth investors have grown up or worked in the digital age, says a new survey from FactSet and Scorpio Partn...
