0 visitor like this article | Viewed 3605 times | 0 comment
Summary: When you think about major investors in the financial technology space, there are the usual suspects: the venture capital firms, such as FTV Capital, private equity firms like Francisco Partners, and large institutions, such as BlackRock and WisdomTree.
0 visitor like this article | Viewed 9319 times | 0 comment
Summary: Most change initiatives – whether intended to boost quality, improve culture, or re-engineer technology – generate only lukewarm results. Many just simply fail. The reality is that no adviser business survives over the long term if it can't reinvent itself.
0 visitor like this article | Viewed 3751 times | 0 comment
Summary: Six months ago, the two advisor partners were on the verge of a divorce. As in many troubled marriages, there was one major issue and lots of little ones—and combined, they had gradually poisoned the relationship.
0 visitor like this article | Viewed 3571 times | 0 comment
Summary: Will 2018 bring a collective embrace of the holistic financial planning model? How will heightened scrutiny from regulators weigh on fees and the delivery of retirement advice? What about robos and artificial intelligence?
Added on February 2018 in Blog
123 visitors like this article | Viewed 23915 times | 1 comment
