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Summary: Pope Francis weighed in on the debate over the need for a universal fiduciary standard for financial advisers Thursday in a wide critique of global finance that admonished advisers who worked against the best interests of their clients.
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Summary: The virtual assistant will be connected to an analytics-powered tool called Envision IQ. The goal is to let advisors review client information on demand even when they’re not in front of a computer. Beta testing shows that less than half of Envestnet users regularly talk to Alexa, but Frank Coates, the company’s executive managing director, said having such a tool available will make voice bots more popular among financial professionals.
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Summary: Winners of the inaugural Best Places to Work for Financial Advisers discussed their challenges and secrets to success in a workshop preceding the InvestmentNews awards lunch on Tuesday in Chicago, where the top 50 best places to work were recognized for their outstanding dedication to employees.
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Summary: North American financial advisors had a very good year in 2017, enjoying record levels of assets under management and revenue production, deepening their client relationships and accelerating the shift toward asset-based fees.
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Summary: Wikipedia says an ecosystem "is a community made up of living organisms and nonliving components." A digital ecosystem is a "distributed, adaptive, open socio-technical system with properties of self-organization, scalability and sustainability."
