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ThinkAdvisor

Daily Wire

Sep 22, 2019

News

Kitces Addresses Concerns on XY Planning's Rapid Growth

By Janet Levaux

In an interview with ThinkAdvisor, Michael Kitces also discussed the network's lawsuit against Reg BI. Read More

Commentary

RIAs, M&A and Why Brand Value Matters

By Evan Zall

By shaping and managing your brand, you control a vital aspect of your buying and selling power. Read More

News

Passive Overtakes Active in US Stock-Fund Assets: Morningstar

By Bernice Napach

Assets of U.S. equity index funds surpassed those of their actively managed counterparts for the first time. Read More

Quiz

Quiz: How Well Do You Know Social Security?

By CJ Marwitz and Ronald Pechtimaldjian

Test your knowledge of this vital retirement program that FDR signed into law in 1935. Read More

News

Advisors' Social Media Use Surges Despite Compliance Challenges

By Melanie Waddell

Relief could be coming: The SEC says it may soon look into modernizing the Advertising Rule. Read More

News

House Passes Bill to End Forced Arbitration

By Melanie Waddell

Consumer groups cheered the passage of the Forced Arbitration Injustice Repeal Act. Read More

Save the Date

ACE 2019 - Annual Conference Experience

May 5-8, 2019
Aria Resort & Casino | Las Vegas

There’s a reason we call it a “conference experience”: ACE offers four days of unparalleled exposure to the sharpest thinkers and practitioners — blending Ivy League-quality education with practical application. With more than 60 educational sessions, this event redefines the concepts of learning and education by offering seven marquee-level General Sessions, short-form Edtalks, interactive Facilitated Labs and Deep Dive workshops, Breakout Sessions and Super Sessions organized into six customizable tracks. Learn More

Resources

What's Driving Advisors to Move in the New Market Landscape?

Sponsored by: Fidelity Investments

Get insights into the mindset that’s driving today’s advisors to make a move--and help realize their unique business vision. Learn More

Disrupted Communications: How to achieve and maintain compliance for your organization's electronic communications data

Sponsored by: Smarsh

It’s easy for modern communication methods to expose your firm to risk. Find out how to ensure you remain compliant! Learn More

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