From Financial Advisor
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Summary: Many of us use a traditional risk tolerance questionnaire. We use this questionnaire in an effort to protect clients (and our firms) from too much, as well as not enough risk, depending on the situation. But using a simple risk tolerance questionnaire has its challenges.
From FA Magazine
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Summary: Mark Tibergien, CEO of Pershing Advisor Solutions, shares his thoughts here on how he believes the industry will evolve over the next 10 years.
From FPA
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Summary: As planners, you are uniquely positioned to move peoples’ emotional stories with money from the horror genre to a genre that evokes more positive feelings. The way to do that is to help eradicate the stereotype of financial planners, embrace technology to help clients feel more comfortable, and to help clients see that life is full of problems and we need to anticipate and address them.
From IRIS
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Summary: Evident from changes in legislation, technology and customer expectations the traditional wealth management model is not sustainable to service today and tomorrows connected customers.
From Business Wire
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Summary: Fidelity Clearing & Custody Solutions, the division of Fidelity Investments that provides clearing and custody to registered investment advisors (RIAs), retirement recordkeepers, broker-dealer firms, banks and insurance companies, today released the results of its 3rd bi-annual study on advisor movement. The study explored the motivations and experiences of advisors who switched channels, which Fidelity terms “Movers.”
