From Financial Planning
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Summary: The early fear around robo advisors was that they would perform the work of human advisors — and at a fraction of the cost. Yet in practice, robos have failed to capture even 0.1% market share of consumers’ investable assets. Nonetheless, this failure doesn’t mean technology won’t fundamentally reshape how our firms operate.
From Advisor Perspectives
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Summary: After I wrote an article on business suits, several advisors asked me about casual dress, the biggest concern being about whether you should wear a tie. I’m going to unbutton that question and provide insight about what you could do to pull off this look successfully.
From ThinkAdvisor
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Summary: Today, cybercrime is chiefly about financial fraud. Tomorrow, it will focus on the destruction of human life. That’s what teenage fraudster turned FBI consultant Frank W. Abagnale of “Catch Me If You Can” fame tells ThinkAdvisor in an interview. “Technology will get very scary,” he warns.
From ThinkAdvisor
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Summary: Wealthy Americans are increasingly thinking about the effects of their money throughout their lives and beyond, according to a recent survey commissioned by RBC Wealth Management.
From WealthManagement.com
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Summary:A coalition of national financial advisor groups have launched a campaign aimed at the telling the SEC—as well as the public—to heed the differences between advisor and brokers when contemplating the commission's proposed Regulation Best Interest standards for FINRA-licensed brokers and SEC-registered advisors.
