From Financial Advisor IQ
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Summary: More than three-quarters of advisors say their clients are looking for more digital tools and channels in their relationships with financial firms, according to a recent survey by Accenture. But that same survey also found that only around half of advisors say their firm is doing enough to meet these client expectations. With so many options out there, adopting digital tools can be overwhelming, time-consuming and expensive. But it’s also what clients — particularly younger clients — want.
From Think Advisor
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Summary: For Independence Day, ThinkAdvisor likes to dedicate at least a little space to an important group of financial advisors: military veterans. Not all stories by veterans are about hitting the beaches or dodging bullets; many are of the quiet moments before and after that action and over the course of many years of serving in the U.S. military.rs
From InvestmentNews
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Summary: To SEC investor advocate Rick A. Fleming, improved disclosure of fees and expenses charged by financial advisers is a top priority in the new fiscal year, which begins in October.
From IRIS
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Summary: In a recent interview, I was asked if “results” are the most important focus to advisors. I explained that an ability to achieve results is only a part of the winning equation. The reporter was shocked and asked me to elaborate.
From WealthManagement.com
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Summary: Just when advisors are absorbing the need to implement ERISA-level fiduciary standards for retirement accounts, there is another regulatory challenge coming down the pike.
