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Practice Management

December 28, 2016

What's Next for Robo-Advice in the DC Space?

Robo-advisers gained some traction in the DC industry this year, and many have come to see how the technology could work with, rather than against, traditional advisers.

December 19, 2016

A Year of Opinion from PLANADVISER Magazine

Few know the Employee Retirement Income Security Act (ERISA) as well as ERISA attorneys; at PLANADVISER, we’re lucky to rely on some of the best in the business for insight and analysis. 

December 15, 2016

RIA Industry Sees Stalling Organic Growth

Data provided by Fidelity shows organic growth among RIA firms dropped again in 2015; yet there is reluctance to take on major change in terms of pricing and value proposition.

November 09, 2016

Digital Advice Delivery Has Both Perks and Limitations

“It is essential for traditional financial advice providers to view digital advice delivery not as a force that will displace them, but instead as a way to deliver deeper levels of advice to a wider client base.”

November 04, 2016

DC Advisers Are Among Many Focused on Client Trust

Retail banks, active investment managers, defined contribution plan advisers, recordkeepers—they’re all focused on building client trust as a crucial element of future sales success.