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Summary: According to Fidelity’s survey, over half of investment advisors are bracing for an onslaught of paperwork and compliance tasks as a result of the change. Three out of four believe the rule—which would require advisors of retirement accounts to act under a fiduciary standard—will increase the cost of servicing clients
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Summary: Everybody’s talking about customer experience these days, but how many companies actually follow through to ensure that their customers are getting the best experience possible? And how are they doing that?
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Summary: Fueled by younger investors, women, and growing political support, investing based on social and environmental ideals is gaining momentum. Even if it doesn't quite feel like a mainstream concept yet, it's here and it's expanding rapidly.
Added on March 2016 in M&A Issues
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Summary: Advisors looking to build up their practices can make it happen in two ways: organically or by purchasing clients. Although growing organically is typically a cheaper way to secure business, it can take time and a lot of effort. It also involves marketing, which can sometimes be hit or miss.
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Summary: Compensation is a hot topic in the wealth management world these days. A week doesn’t go by without meeting an advisor who’s amending a company's plan or thinking about it.
