From Financial Planning
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Summary: It’s almost 2018, and your clients are starting to wonder why their personal finances aren’t as easily accessible as an Uber car or a shoutout to Alexa. The latest innovations in mobile, artificial intelligence and microinvesting are right around the corner, and getting ready to leap from the periphery to the heart of advisor practices next year.
From InvestmentNews
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Summary: The latest version has many changes from current law that would affect advisers and clients. After days of negotiations, Republican leaders aim to present a final tax bill to Congress for a vote this week, in hopes of getting it to the president's desk for signature by Christmas.
From ThinkAdvisor
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Summary: With declining revenue and client growth, nearly two-thirds of registered investment advisors are offering fee discounts and starting to unbundle their fee structures, new research released Monday by Fidelity Clearing & Custody Solutions shows.
From IRIS
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Summary: Beware of the social media guru! I recently read an article by one of them about why personal branding for a salesperson was useless.
From InvestmentNews
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Summary: InvestmentNews recognizes the icons and innovators who have shaped and transformed the financial advice profession.
