Advisor

79% support embedded fee ban: CARP member poll Fallback Image Decorative pattern

Industry

79% support embedded fee ban: CARP member poll

Advocacy group also supports best interest standard and regulated titles.

By Staff |April 24, 2017

1 min read

How would you structure your practice differently? Fallback Image Decorative pattern

Planning and Advice

How would you structure your practice differently?

Three advisors answer

April 17, 2017

2 min read

Time for advisors and robos to declare a truce Time for advisors and robos to declare a truce

Industry

Time for advisors and robos to declare a truce

After all, research reveals investors want hybrid services

By Staff |April 12, 2017

2 min read

Real RBC advisors are the new robo-advisors Fallback Image Decorative pattern

Industry

Real RBC advisors are the new robo-advisors

RBC advisors have a new tool to serve clients online, effectively blurring the line between human advisor and robo-advisor. Read: Do human advisor fees offer more value than robo-advisor fees? The bank is using live video to connect clients with advisors in real time, using an online advice platform called MyAdvisor. The platform allows both […]

By Staff |March 29, 2017

1 min read