From ThinkAdvisor
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Summary: Global private wealth gained momentum in 2016, but wealth managers face a host of challenges if they hope to fight off competitors, deepen client loyalty, and put both revenue and profit growth on a sustainable positive trajectory, according to a new report by The Boston Consulting Group (BCG).
From Advisor Perpectives
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Summary: I work for a large organization that has very poor leadership. We lack direction, communication and motivation from the very top down to the level of my manager. Some days I feel like I am wasting my time but my clients are so grateful for my help that I don’t want to consider abandoning them.
From InvestmentNews
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Summary: Financial advice will learn a lot from a world based on efficiency. Let's look into our crystal ball for a moment to see what the future holds for the financial advice industry.
From Financial Planning
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Summary: The SEC may be refining its approach to spurring good cybersecurity practices in advisers, but its expectations aren't slackening.
From Cruz Consulting Group
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Summary: You know your practice has reached a crucial turning point when you have to choose between serving your clients and growing your business — because you no longer have enough time and resources to do both.
