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Robo advisors have grabbed headlines in recent years with stories about how they represent the next wave of financial advice. Just two weeks ago, for instance, the San Francisco 49ers announced a partnership with the robo advisor firm Wealthfront. But the “rise of the machines” has so far failed to translate to a sea change in consumer preferences.

According to a recent Wells Fargo/Gallup Investor and Retirement Optimism Index survey of a nationally representative sample of investors with $10,000 or more in invested assets, consumers are more than twice as likely to use a dedicated financial advisor than an online financial planning website. One in five...

Best Practices for Managing Small Accounts

Most RIAs have grappled with the question of how to manage small accounts in a way that is efficient and profitable. In its latest Trend Advisor paper, “Small Accounts, Big Opportunities,” Trust Company of America addresses some of the...

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There's an App for That

With more than 1 million apps in the Apple App Store and an equally staggering number of applications on the Android market, it’s...

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ETF Trading Options that Fit Your Needs

Advisors are using exchange-traded funds (ETFs) more than ever. RIAs’ use of ETFs rose 27% annually over the past five years,...

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Best Practices for Video Marketing

With more than 300,000 financial advisors in the US, independent advisors are increasingly challenged to differentiate themselves from the crowd.  

Video, produced professionally and executed with the care that you put into serving clients, provides a dynamic platform for engaging...

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