I talked with Leo Kelly recently about why he left behind big firms like Merrill Lynch and HighTower to launch his own independent firm Verdence Capital Advisors two years ago at.law.com/58BJ5W?cmp=sha…

.J.P. Morgan issued a "Guide to Alternatives" that aims to illuminate a historically opaque asset class. Read more about it here: at.law.com/sqQtnY?cmp=sha…

I talked with State Street's Brie Williams about why targets alone won’t fix the gender imbalance in finance at.law.com/u8uzfC?cmp=sha…

Passive market share to overtake active in 2 years, according to MOODY RATING HACKED only testing at.law.com/mBQw8J?cmp=sha…

Tell us which leaders and innovators most affect your advisory business. Vote now for Investment Advisor’s annnual list of the top 25 influencers. at.law.com/dXgtCt?cmp=sha…

Reminder: VOTE for your favorites in this year's IA25 Investment Advisor if you haven't already! thinkadvisor.com/2019/03/27/vot…

Major stock market shifts should be at least partly foreseeable; yet they aren't. Economist Robert Shiller explains why: at.law.com/KXD8z3?cmp=sha…

Under Cherry’s leadership, BlueHub Capital has invested more than $2 billion and has leveraged more than $7 billion of public and private investment. trib.al/qwKWTSh

I spoke with Elyse Cherry of BlueHub Capital about how she became an impact investing pioneer at.law.com/t8LWRH?cmp=sha…

New York comes in at No. 10. Find out which other states have the best financial literacy here: at.law.com/JYQpBF?cmp=sha…

A lack of personal financial education is apparent in WalletHub’s latest study that ranks states by financial literacy. at.law.com/5D7xPt?cmp=sha…

After negative feedback from members, merging the chapters is "off the table," Financial Planning Association (FPA) President Evelyn Zohlen says. at.law.com/3VoCdx?cmp=sha…

1 in 5 Investors Don't Have an Advisor but Want One: Wells Fargo at.law.com/ii4f4o?cmp=sha…

It was great chatting with you, Rich Steinmeier! Read more about what we talked about here: at.law.com/QZmPGw?cmp=sha…

Portfolio Products: Broadridge Financial Solutions, Inc. plans to launch a new app that makes investor voting easier; m+ funds expanded its Defined Outcome Fund menu & MarketAxess launched a suite of U.S. Investment Grade Indexes. trib.al/c7HiEcg #ThinkAdvisorTech

"...advisors must evolve their definition of advice to include nonfinancial aspects of the client’s life and curate a meaningful experiential process for their clients." #CerulliResearch ThinkAdvisor Emily Zulz ow.ly/sL2H50rc7Ui

Moonlite Bunny Ranch, a legal brothel, has "the best financial literacy program I’ve ever seen," Allison Schrager says. thinkadvisor.com/2019/04/30/how…

For every reporter there are six PR workers bloomberg.com/news/articles/… via Bloomberg

Why investors should pay attention to employee satisfaction when choosing stocks: ThinkAdvisor article thinkadvisor.com/2019/05/06/hig…. By Emily Zulz Research Affiliates London Business School

Only 4 in 10 advisors are satisfied in their current roles, found @Fidelity4BD_RIA's recent study. By building engaged, connected teams, & offering digital tools that help advisors work more efficiently, employee satisfaction can improve. thinkadvisor.com/2019/05/03/are… Emily Zulz