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Summary: Technology is important for a NextGen advisor for many reasons. For starters, it can help you communicate better with clients. It also lets you collaborate with clients on setting financial goals and demonstrates that you’re tech-savvy.
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Summary: While AssetMark and Aite Group argue in a recent paper that large offices of supervisory jurisdiction face challenges and may not be as nimble and supportive of advisors as their smaller counterparts, industry veterans beg to differ.
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Summary: Behind the scenes, they’ve been called ‘the dog and pony show,’ in addition to being called the VIP meeting they actually are. The home office visit is oftentimes the clincher that pulls an adviser seriously considering a move over the finish line.
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Summary: Bill Morrissey, LPL's chief recruiter, argues that the IBD is well positioned to capitalize from the new Department of Labor fiduciary rule. For one, the rule is expected to accelerate consolidation and push advisers to new homes.
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Summary: Demographic shifts are creating the perfect storm in the advisory business: more financial planners are leaving the industry just as technological and regulatory changes are creating a need for a flexible, highly-skilled and diverse workforce. That’s created an opportunity for long-time professionals and those entering the industry more recently to form mentoring relationships with one another.
