From Finanical Planning
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Summary: In just two days, technology and remote staff helped ex-Wells Fargo FAs managing $281 million open client accounts at their new employer.
From ThinkAdvisor
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Summary: How would Jack Bogle, one of the great disruptors in the financial industry and founder of the Vanguard Group, respond to investors’ fears about the volatility in the current market?
From InvestmentNews
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Summary: Jittery investors in volatile times are nothing new. Bear markets and recessions are fairly frequent guests on the investment landscape. But when you throw in a pandemic, and school and college closures, and sheltering in place and everyone working remotely — let alone shortages of basic supplies like paper towels and toilet paper! — you have something that is quite certainly not business as usual.
From IRIS
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Summary: Advisers are racing to use new technologies and modify engagement & busines processes, and that is totally understandable. But there is a real risk of losing sight of the essentials and overlooking some basics.
From IRIS
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Summary: The 2010 Olympic Winter Games in Vancouver left the Sea-to-Sky highway from Vancouver to Whistler along with many other game’s venues which stand ten years later and will likely be a reminder decades from now of the one-in-a-lifetime experience some of us witnessed.
