From Think Advisor
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Summary: Investors, especially affluent ones, are comfortable using digital tools in their decision making process, according to a white paper from Hearts & Wallets. Nearly two-thirds of investors with between $500,000 and $2 million use digital tools, and over half of those with between $100,000 and $500,000 do so.
From InvestmentNews
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Summary: If financial advisers want to avoid being grounded before takeoff, there are valuable lessons from the unexpected technology breakdown that struck Delta Air Lines this week.
From IRIS
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Summary: Considering that 70% of the buyer’s journey is complete before a buyer even reaches out to you, one of the best ways to build trust and credibility is through content marketing.
From Financial Planning
Added on August 2016 in Join an RIA
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Summary: Are you looking to hire new talent? Or are you a young person looking to start a career in financial planning? Look no further. FP's expanded list of financial planning programs zeroes in on CFP Board-registered degree-granting colleges and universities this year. Click through to view the next 25 schools on the list, organized alphabetically (T-Z)
From Financial Planning
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Summary: Maybe it is generational, but as a millennial, albeit an old one at 34-years-old, I view the relationship between robo advisers and human advisers as similar to the relationship between autopilot technology and commercial pilots — yes, autopilot technology is a great tool to assist the captain, but I am not getting on a plane flown solely by a machine. Robo advisers represent a similar, potentially complementary relationship, for thoughtful planners.
