From InvestmentNews
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Summary: Customer relationship management software is not considered cutting-edge by many financial advisers, but it remains a stumbling block that leads to trouble with work flows.
From Financial Planning
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Summary: Three years doesn’t seem like a long time. But the wealth management industry has experienced a number of technological innovations in that period, from the development of new software tools for advisors to the rise of automated advice platforms.
From Psychology Today
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Summary: Life is change. Outwardly, every day is a new experience; even if you do take the same route to work there are different cars and different drivers and your view might be different. Inwardly, we know that our bodies are changing (link is external), too. Change is happening outside us and within us all of the time. By the time you finish reading this article, you may not feel like the same person who started reading it!
From InvestmentNews
Added on December 2015 in Join an RIA
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Summary: With Thanksgiving over and the rest of the holiday season creeping up on us, now is the time when advisers begin to finalize their business and strategic plans for the upcoming year. For many on the wirehouse side, that means laying the groundwork for a move to the independent space
From WealthManagement.com
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Summary: What would advisors do with an extra dollar? Most would put it towards growth opportunities, according to the 2015 Scottrade Advisor Services Study. This was the top answer among advisors of all sizes, although those with between $10 million and $100 million in assets were the most likely to spend that dollar on growth
