Reuters-owned Lipper Inc. expects to compete eventually with Morningstar
New CEO examines the selection of a potential minority partner as he plans to move ahead of the pack
Roger McMillan and Marion Weisgerber both want larger membership rosters
Everyone needs a vacation, but every advisor has a different solution to the summer holiday dilemma
Programs range from the basic to the sophisticated with a big-picture financial planning approach
Building a benchmark not only helps you track returns; it also helps you build stronger client relationships
But for those firms that still use outside referrals, their internal rules are far stricter
Many advisors surveyed in this year’s Planners’ Report Card are moving toward the IDA platform
Canaccord Capital takes top marks for a company, while Wellington West’s Spiring starts to walk the talk
New president says the products are going to be designed with advisors’ input in mind