From Financial Plannning
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Summary: Many RIA owners look to their employees to take over the business when they retire. Yet some advisers are overlooking critical aspects of what an internal succession plan actually entails.
From WealthManagement.com
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Summary: Tim Welsh, president of Nexus Strategy, says the five mega trends impacting the advisory space are: the growth and evolution of the U.S. wealth market, the fiduciary standard, the evolution of digital advice, the aging of human advisors and the movement to independence
From Think Advisor
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Summary: Attempting to dispel the myths about robo-advice, Tom Kimberly, general manager of Betterment for Advisors, said the nascent robo-advice market is not “human vs. technology. One is not going to win and the other lose.”
From InvestmentNews
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Summary: African-American incomes are rising faster than any other group in the world, but financial advisers seeking to target them as clients need to understand some of their deep-rooted money perceptions.
From Financial Advisor IQ
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Summary: [VIDEO] Natixis research says no matter what the wealth bracket, it's value that clients want.
