From Think Advisor
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Summary: Hartford Funds convened a roundtable of millennial advisors to discuss what the industry needs to do to attract younger advisors.
From Financial Advisor IQ
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Summary: When it comes to financial advice, most Americans prefer a combination of human advisors and technological solutions, according to a recent study from Northwestern Mutual. But given a choice between the two, consumers overwhelmingly favor human advisors, the study found.
From InvestmentNews
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Summary: Risk management software is getting center stage these days, especially with the Department of Labor's fiduciary rule, which requires all advisers act in their clients' best interests on retirement accounts. Financial advisers will need to put extra effort into ensuring their clients' accounts are properly allocated, and that their portfolios match their risk tolerance. Here is a chart breaking down risk management software for financial advisers.
From InvestmentNews
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Summary: Even though advisers often ruminate for many years before going independent or even changing brokerages, many are still surprised by certain realities of the shift
From Nerd's Eye View
Added on July 2016 in M&A Issues
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Summary: The explosive growth of technology has made it possible for individual financial advisors to be more personally productive than ever before, from software to automate key tasks to the use of (virtual) assistants to even further leverage the advisor’s time.
