From Financial Advisor IQ
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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.
From InvestmentNews
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Summary: For years, RIAs have marketed themselves as being a cut above their counterparts in the brokerage industry. While they followed a fiduciary standard, requiring them to act in their clients' best interests at all times, brokers were merely required to make sure their advice was suitable to the financial circumstances of their clients.
From InvestmentNews
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Summary: After graduating from college, Eric Roberge worked at two investment banks and then four different advisory firms within five years, unable to find a company where he felt comfortable
From IRIS
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Summary: “The times they are a-changin’.” Bob Dylan first crooned these lyrics in his 1964 title track to acknowledge a mass cry for social reform. Listen closely now, and you’ll hear echoes of the song’s core message underscoring some of today’s most newsworthy issues: the polarizing presidential race, an unraveling of corporate scandals and the ongoing fight for gender parity. Similarly, looking at the lyrics through a financial services lens elicits visions of policy reform, industry skeptics and the generational shift in wealth that have awoken a renewed need for change from Wall Street to Main Street.
From PIMCO
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Summary: We recently sat down with Scott D. Welch, CIMA, Chief Investment Officer at Dynasty Financial Partners to discuss the growing popularity of third-party research platforms and other trends driving wealth management today. We also touched on his market outlook and thoughts on positioning client portfolios.
