From InvestmentNews
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Summary: There are some things that advisers just shouldn't say to millennials when they are discussing financial planning, according to Douglas A. Boneparth, president and founder of Bone Fide Wealth and co-author of “”The Millennial Money Fix”.
From WealthManagement.com
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Summary: Soft skills have become something of a lost art across a number of industries, particularly in financial services. Emerging technologies like machine learning and artificial intelligence have led many firms to emphasize technical and analytical skills. Unfortunately, with that pivot often follows a shift away from the rapport between advisors and their clients or prospects.
From Advisor Perspectives
Added on January 2019 in Form an RIA
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Summary: Happy New Year everybody! If you’re using these six phrases, stop before they become 2019’s newest clichés.
From InvestmentNews
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Summary: Registered investment advisory firms, on average, increased assets and revenues by 18% in 2018, according to an annual survey of RIA sentiment conducted by TD Ameritrade Institutional. The firm cited market volatility and investors' preference for independent advice as key drivers of the gains, noting that 63% of advisers are somewhat or very optimistic about the economy for 2019 and 47% expect stock prices to rise.
From Financial Planning
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Summary:There’s nothing like a new year to inspire deep reflection.
On the one hand, Jan. 1 gives us the chance to look back and reflect on the past 365 days with their ups and downs. On the other hand, it spurs us on to look forward; to use our past losses to propel us to future wins.
