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Most Emailed Stories »

Neal Massand: I don't consider us to be hacks.
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Why almost nobody seems fazed by an ominous lawsuit hanging fire against Financial Engines

Joe Lonsdale: Wealth management is designed for the 1950s, not this century.
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Takeaways from a New York Times article about Addepar

Marty Bicknell: The thing I manage is reputational risk.
15 shares
Marty Bicknell adds an investment bank to his $10-billion RIA and $26-billion asset manager

Bill Hortz: I'm not going to waste anyone's time.
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An RIA innovation co-op is born with Fidelity and Pershing among the founding members

Ed Beggs: This past year, we had over 45 million downloads of 32,000 forms in our library processed by 115,000 users from 15 custodians and clearing firms, and 350 broker-dealers.
2 shares
Laser App celebrates its RIA business quasi-monopoly by throwing a summit for all of whom it surveys


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