From Wealthmangement.com
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Summary: The sixth annual ranking of wealth managers’ websites by MyPrivateBanking Research found that the number of firms without any mobile offering dropped to just 12 percent, but most were just condensed versions of the desktop website.
From Financial Advisor IQ
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Summary: Far too many financial advisors and accountants see each other as neighbors who visit every once in a while, when they should see the professions as siblings who take care of each other. Advisors plan for the client’s future, while accountants consult on the client’s past. Not only must these distinct fields work together for the client’s best interests, but doing so can also make both practices more profitable.
From IRIS
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Summary: Merge your technology plan with your business plan – Many firms develop a plan or ideas to add value to their current business model, and then think about technology later in the process. Define upfront how technology should be used to support your ideas.
From InvestmentNews
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Summary: Data aggregation is currently one of the hottest topics in the financial services industry. As technology evolves and robo-advisers attempt to snatch clients, advisory firms are seeking new ways to stay competitive.
From WealthManagement.com
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Summary: suWccessful businesses is coming to an end. As boomers enter their 60s, many are seeking to liquidate and retire. A recent New York Times article highlights this trend, referencing how bankers and brokers say there’s a significant increase in sales from business owners in their 60s and 70s who are ready to turn their creations over to a new generation of owners.
