From Financial Planning
0 visitor like this article | Viewed 4184 times | 0 comment
Summary: As wealth management firms rush to blend technology with traditional human services, the race to recruit top digital-first talent is heating up.
From ThinkAdvisor
0 visitor like this article | Viewed 3815 times | 0 comment
Summary: When I ran into another advisory business consultant I’ve known for years, he said he’s not working directly with advisors anymore. Instead, he’s working with institutions that work with advisors.
From IRIS
0 visitor like this article | Viewed 4217 times | 0 comment
Summary: If you watch the news with any regularity, you know that data breaches can happen to even the biggest and best-known entities. And not only are they expensive for companies and consumers to deal with but they also erode the trust that registered investment advisors (RIAs) have worked hard to build with their clients.
From Advisor Perpectives
0 visitor like this article | Viewed 4073 times | 0 comment
Summary: With all the hype about the Millennials (Generation Y), as a member of their neighboring generation, Generation X, I feel neglected by the investment advisor community. And I’m sure I’m not the only one. Gen X is a ripe target for advisors (way more so than Gen Y) and here are the reasons.
From InvestmentNews
0 visitor like this article | Viewed 3944 times | 0 comment
Summary: As we roll into the final quarter of the year, David Canter, head of the RIA segment at Fidelity Clearing & Custody Solutions, has been speculating on what financial advisers might expect in 2019. From the future of mega advisory firms to technology and asset management, Mr. Canter highlights his nine predictions for next year.
