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August 14, 2017

How Some Savvy FAs are Overtaking ‘Basic’ Robos
FAs finding a wide range of tech tools to move holistic planning online.
LPL Considers Payout Cuts for New FAs at OSJs
New arrangement could prompt some firms to move elsewhere.
Wholesalers Boost Sales to RIAs, Still Don’t Connect
More than half of RIAs saw an increase in wholesaling activity in the past two years.
Fewer Advisors View Robos as a Threat
And far more FAs are looking to use them in the future.
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The Importance of Tax Management
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