From Financial Planning
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Summary: Echoing the concerns raised by various agencies regarding the use of robos and their ability to be fiduciaries, 47% of investment professionals responding to the CFA Institute’s newest FinTech Survey said the quality of financial advice could be hurt by expanded robo use and another 38% of respondents said they thought investors could see higher rates of fraud and misselling.
From Financial Plsanning
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Summary: The very nature of the word planning connotes preparing for a future. As planners, we evaluate current spending and saving, provide a variety of return assumptions based on past history, and confidently tell people how much they need to save so they can retire at a certain age. It sounds so pretty and straightforward. But is it the right thing for clients?
From On Wall Street
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Summary: With so much turbulence lately in the brokerage industry, many advisors may be thinking about their next move, including a switch to independence. Still, advisers who have spent their careers with a wirehouse or regional broker-dealer may wonder if the perceived risks outweigh the potential upside.
From Think Advisor
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Summary: The most influential people in our lives are the advocates and educators who speak on our behalf and teach us how to stand up to the challenges we face. Advisors fill that role for clients as they guide them through the various challenges of their lives: retirement planning, saving for children’s education, creating a legacy to hand down to children and other beneficiaries.
From Financial Planning
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Summary: Sometimes, when it comes to your own career path, the traditional route is not the optimal one. I had a lot of experience but not much formal education when I joined my current firm, Simply Money, in 2005, as assistant to the CEO.
