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August 14, 2017

How Some Savvy FAs are Overtaking ‘Basic’ Robos
FAs finding a wide range of tech tools to move holistic planning online.
LPL Considers Payout Cuts for New FAs at OSJs
New arrangement could prompt some firms to move elsewhere.
Wholesalers Boost Sales to RIAs, Still Don’t Connect
More than half of RIAs saw an increase in wholesaling activity in the past two years.
Fewer Advisors View Robos as a Threat
And far more FAs are looking to use them in the future.
FAIQ Education
The Importance of Tax Management
This FA-IQ Education webcast is an in-depth presentation on the importance of tax management by John Frownfelter IV, managing director of investment solutions, SEI Advisor Network Solutions Team. This presentation is worth 1 credit hour from the CFP and CIMA upon the successful completion of a 10-question quiz.

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