From On Wall Street
0 visitor like this article | Viewed 4626 times | 0 comment
Summary: Forget too big to fail. For adviser Larry Watts the wirehouses are too big to care. At 60, he decided Morgan Stanley was stifling his career. Watts says he wanted to focus his attention on clients, not navigating bureaucracy or worrying about changes to a compensation plan.
From WealthManagement
0 visitor like this article | Viewed 4239 times | 0 comment
Summary: From severe market volatility, including recent Brexit-driven dramatic market fluctuations, to the rise of robo advisor platforms, to dramatic regulatory changes, many independent advisors have a long list of what they view as the biggest potential threats to their business.
From Think Advisor
0 visitor like this article | Viewed 4137 times | 0 comment
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
0 visitor like this article | Viewed 3525 times | 0 comment
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
0 visitor like this article | Viewed 4515 times | 0 comment
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.
