From Financial Planning
1 visitor like this article | Viewed 4160 times | 0 comment
Summary: Advisers have adopted technology long before robo advice entered the market, said Michael Kitces, partner and director of wealth management for Pinnacle Advisory Group, at the Pershing Insite 2016 conference. But these digital tools offer a new opportunity for advisers to focus, he added.
From RIABiz
1 visitor like this article | Viewed 5147 times | 0 comment
Summary: In part one of a three-part series, RIABiz examines how seven small custodians -- starting with Trade PMR and Scottrade -- are evolving away from the Utopian model of 100% inclusivity.
From Financial Advisor IQ
0 visitor like this article | Viewed 4495 times | 0 comment
Summary: VIDEO (4:09) Individuals can be faster on their feet than slow-moving institutions led by committee.
From Financial Planning
0 visitor like this article | Viewed 4242 times | 0 comment
Summary: Working on my new book about financial planning forced me to think hard about an important question: What do planners most need to know in order to be successful at providing great value and service to their clients, and succeeding personally and financially as professionals?
From Financial Advisor IQ
0 visitor like this article | Viewed 3450 times | 0 comment
Summary: The advent of automated asset-allocation technologies – the so-called robos – and a generally stricter regulatory regime mean wealth firms will soon need to staff themselves with financial therapists more than investment advisors, according to consulting giant Ernst & Young.
