From WealthManagement.com
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Summary: It’s not just Millennials who’ve come to expect certain services delivered online and in real time. Today’s high-net-worth (HNW) clients of all ages have technology expectations that, if left unmet, could lead to lower client retention and lost new business.
From Financial Planning
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Summary: The pressure on advisors to prepare for their retirement isn't about to let up, despite an industry-wide uptick in the advisor ranks last year, research firm Cerulli Associates warns.
From Financial Advisor Magazine
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Summary: Advisor technology was an area of focus again this year at Schwab IMPACT 2015, with the company unveiling enhancements of many of its advisor technologies.
From Financial Planning
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Summary: Advisors spent inordinate amounts of time studying financial topics, trends and products so they can make suitable recommendations to their clients for the long term. But are they sufficiently aware of the “future factors” that could have an even bigger effect on their clients’ lives?
From Financial Planning
Added on November 2015 in M&A Issues
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Summary: Thinking of selling an RIA firm? Make sure it's tech-savvy and up to speed on social media, digital platforms and automated investment advice.
