Tag: Practice management

CFP Board Sees Expanding Role for Digital Advisers

Looking to 2018 and beyond, traditional advisers, brokerage firms and banks are widely (and aggressively) seeking to integrate digital advice into their service offerings; the CFP Board Center for Financial Planning offers a digital advice road map to help make sense of it all.

DISRUPTION: Driving Down Plan Costs a Clear Focus for FixedFee401k

Our series of exclusive articles featuring retirement industry “disruptors” continues with another growing provider in the small- and mid-market, promising 50% lower costs than the traditional competition through the exclusive use of fixed fees.

Advisor Group Launches Succession Plan Platform

The new program supports succession-planning-focused mergers and acquisitions across the various firms that make up Advisor Group; the solution also allows members to consider firms outside the group.