JUNE 29, 2018

INDUSTRY

Want to Attract Female Advisors? Offering Work/Life Balance is Key: J.D. Power

Michael Thrasher

Nine out of ten female advisors who say they have a good work/life balance said they would “definitely recommend” their firm to others.

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TECHNOLOGY

Here's How One Robo Provides Goals-Based Planning

Samuel Steinberger

Developers believe the next iteration of automated financial services is "self-driving money." Wealthfront provided insight to the design decisions behind their own financial planning and goals-based asset allocation tool, Path.

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INFORMA INTELLIGENCE

Tariff Troubles Threaten Tax Trim

David Ader

Price increases from retaliation could wipe out Americans’ tax cut savings.

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