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Summary: Data-driven organizations are 23 times more likely to gain customers, six times more likely to retain customers, and 19 times more likely to be profitable as a result, according to the McKinsey Global Institute.
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Summary: The face of wealth management is changing, as a number of new firms look to keep up with consumer demand for convenient and functional client portals. In fact, eight in 10 advisors use the technology for communication and three in 10 believe it has the ability to disrupt the industry, according to the 2019 Financial Planning tech survey.
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Summary: Financial advisors confident they have every technical planning method down pat still see client service as an area of personal and professional growth.
Added on May 2019 in M&A Issues
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Summary: Choice can be a wonderful thing, but when a financial advisor is confronted with competing offers for his or her practice the decision is often fraught with complicated challenges. It can feel as though your professional legacy and financial well-being hangs in the balance.
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Summary: 2018 was a very mixed year for the wealth management industry. Client assets fell 2.1% overall to $23.7 trillion — the largest decline in over a decade — due to the drop in the stock market, but the drop-off was uneven and the number of advisors rose less than 1%, according to a new report from Aite Group.
