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.
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.
