From Think Advisor
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Summary: As Americans’ definition of wealth evolves from a lofty, unattainable number to something more attainable, so does the industry need to evolve.
From ThinkAdvisor
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Summary: When technology’s benefits are discussed with advisors, they are most often framed as a way to maximize your staff’s efficiency, lower costs and improve the client experience. In fact, I wrote about how you can improve the client experience and create “wow” moments for your clients using your technology in the first article in this series.
From IRIS
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Summary: You can quite easily see that others have endorsed their work and that they have the content to prove their status. If you have the knowledge but are unknown, have no endorsements or content to support your claims, you are not an expert. Some might claim to be an expert on their website, but sceptics see one-sided, what they call, ‘self-serving’ messages that lack credibility and are therefore not effective.
From InvestmentNews
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Summary: [SlideShow] Financial advisers are likely losing prospects in ways they never thought mattered, but practice management and market experts say these actions can be relationship ending. Matt Matrisian, senior vice president of strategic initiatives at AssetMark, and Nick Craig, owner of Advisor Fuel, recommend avoiding these turn offs.
From InvestmentNews
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Summary: Certified financial planners, including those working at broker-dealers, would have to adhere to a fiduciary standard at all times under new rules proposed by the organization that grants the designation.
