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Summary: The breakaway broker trend is real and only getting more so, according to the latest research from TD Ameritrade Institutional, which Monday morning released its 2017 Breakaway to Independence Survey.
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Summary: Investopedia, an online provider of financial content, has announced its list of the top financial terms of 2017.
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Summary: Regardless of how regulators resolve the fiduciary issue, more client assets than ever are being held to a fiduciary standard, according to a report by Cerulli Associates.
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Summary: [Podcast] This holiday season, Matt and Kirk are offering up 12 podcasts to help you prepare your business for 2018 with your best marketing plan yet! In the preimer episode of the 12 Days of Marketing, join Matt and Kirk as they dive into developing your marketing mindset.
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Summary: It’s almost 2018, and your clients are starting to wonder why their personal finances aren’t as easily accessible as an Uber car or a shoutout to Alexa. The latest innovations in mobile, artificial intelligence and microinvesting are right around the corner, and getting ready to leap from the periphery to the heart of advisor practices next year.
