Dec 16, 2016

How this mindset manifests itself in four major areas of our personal and professional lives.

Fidelity Gives BlackRock an Early Leg Up In Robo Advice Brawl

Dec 16, 2016

Thanks in part funding from Fidelity's venture capital arm, BlackRock's FutureAdvisor now has more than $1 billion in assets under management while Fidelity's Fidelity Go is still just getting off the ground.

Will Tech Empower Future Advisors, or Bring Judgment Day?

Dec 16, 2016

The CFP explores what kind of future fintech will bring, pricing models aren't keeping up and high net worth investors worry about their health.

NYSE Takes Over 131-Year-Old Exchange Once Tied to Bernie Madoff

Dec 15, 2016

The National Stock Exchange to close on Dec. 16.

Fighting the DOL Rule Is a Bad Marketing Plan

Dec 15, 2016

There is a huge business opportunity to guide advice-hungry boomers into retirement, but only if they trust that you have their best interests at heart. Is it any wonder that most don’t believe that?

Fifteen "Star Wars" Lessons For Becoming A Financial Planning Jedi

Dec 14, 2016

In 1977, “Star Wars” introduced us to Luke Skywalker, a young farmer from a remote world who is thrust into an adventure when he meets Obi Wan Kenobi, a wise and powerful Jedi knight. Over two more movies, we follow Skywalker’s...

American in Russia Returns to Face U.S. Charges in JPMorgan Hacking Case

Dec 14, 2016

Personal information of more than 100 million customers was compromised.

Policy-Based Financial Planning: Linking Financial Life Planning To Actionable Recommendations

Dec 14, 2016

Financial Planning Policy statements can help eliminate emotional choices from financial planning.

The Super Rich Are Getting More Generous

Dec 14, 2016

Major donations by the super wealthy are on the rise, optimistic clients make new year's resolutions and Betterment for Advisors partners with the FPA.

Chinese Billionaire's Succession Lesson for the West

Dec 13, 2016

Billionaire Wang Jianlin, China’s largest real estate developer and a 20 percent owner of Real Madrid, offers a valuable lesson for all HNW families.