Bill Harris, co-founder and CEO of personal finance platform Personal Capital, doesn't characterize his firm as a robo-advisor.
But what is a “robo advisor? What's really the difference between the “digital advice” platforms, the “digital-ena...
Pershing LLC announced a new strategy to help advisors embrace technology at its annual INSITE 2015 conference in Orlando, Fla.
Calling it a “digital enablement strategy,” Pershing wants to go beyond digital advice by equipping advisors with r...
Despite industry efforts to get more women into the industry, the ranks of financial advisors are still dominated by men. (Females accounted for only 21 percent of the respondents in our recent 2015 Compensation Survey.) But, perhaps more overloo...