From WealthManagement.com
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Summary: The rise of so-called "robo advisors" remains a key concern for financial advisors, and understandably so. But in a positive development, many traditional advisors no longer fear that robo advisors will put them out of business. Instead, they are eager to incorporate the technology solutions underpinning robo advisory offerings—which provide a convenient, customizable experience where investors are in control—into their own practices.
From ThinkAdvisor
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Summary: The word “debt” is rarely expressed as a positive notion. Financial advisors coach clients to reduce financial liabilities. Politicians push to eliminate the federal deficit. College graduates bemoan daunting student bank loans. Debt is a four-letter word. That is both an absolute fact and a matter of perception.
From TwentyOverTen
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Summary: Now that we’ve uncovered if your story is newsworthy we now want to discuss the different ways in which you can disseminate your news. Depending on your release topic and your PR goals you may be asking yourself, “why should I pay $150 a release to have my content distributed to outlets that will never even pick it up?”
From Forbes
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Summary: One of the biggest challenges many of us face is managing our technology. This can be trickier for women who tend to be taskmasters and caregivers, handling things like doctor’s appointments, elder care, the school play, high school admissions, and travel arrangements. Technology makes this kind of work easier to do (especially during a lunch break), but then we fail to do other things like connect with colleagues and clients, take a walk, or even eat. Then — poof —break time is gone.
From InvestmentNews
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Summary: Securities rules require robo-advisers to act as fiduciaries in providing investment advice to clients, but a new research paper calls into question whether regulators have the necessary tools to monitor these platforms to see if they really are providing advice in clients' best interests.
