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Three-quarters of investors in a new survey by Fidelity Investments expressed confidence that professional management would help them meet their financial goals.

The survey found that the benefits of professional money management accrued even to those without a complicated portfolio; only 10% of respondents described their financial needs as very complex.


Six percent said they owned only a digital advisor account, a number Fidelity said was likely to grow in coming years.

Half of respondents using robo-advisors said they decided to go digital because of ease of use, while 41% cited low cost and 36% trust in a firm’s brand strength.

Americans who work with a financial advisor not only feel well-prepared for retirement, but are also more financially confident overall,…

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ThinkAdvisor and the College for Financial Planning have partnered to bring you a series of helpful educational tools that you can use to take your career to the next level. Resources Millennials: Successfully Tapping into the Future of Your Practice

Millennials are the future of your practice; both as clients and employees. Understand how they think to capture them as clients, attract them as employees…


Hundreds of plan advisors are successfully gaining the attention of CFOs and securing appointments. Learn how with this short video.

Discover how charitable donations of complex assets such as real estate or privately held stock can help them give more to charity, save cash and…

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Mega trends continue to impact the wealth management industry. Trends such as new digital competition, increasing compliance standards, fee pressures, and an aging advisor population….