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Summary: Walk around any generic wealth management conference and it shouldn’t take you long to notice that the industry has a diversity problem. The advisor population is overwhelmingly white, older and male.
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Summary: Though just 40 years old, Shirl Penney has already lived a life of extremes. Nothing is any more integral to his identity than having grown up in extreme poverty and rising above those early years of privation
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Summary: Bob Veres and Jean Sinclair hosted the Insider’s Forum in Nashville in the week before Hurricane Irma shut down other conferences in the city. The conference was well-attended by executives from RIA firms and by industry practice management experts. The result was a conference with engaged attendees and deep-content presentations. One new, foreign attendee asked me, “Is the level of presentations always this good in US advisor conferences?” Sadly, the answer is no! But these are my notes about the trends presented at this one.
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Summary: When it comes to budgeting conference travel, financial advisers are increasingly thinking outside the box of the standard industry gatherings by venturing into areas that might seem way beyond the realm of financial services.
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Summary: As online investing platforms raise the bar for the type and quality of information clients expect, a survey by SS&C Technologies Holdings found that many asset managers may be falling short.
