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Summary: Advisers who add a robo-adviser platform to their practices may be ahead of the curve, but there's still more to be done — particularly marketing the robo to reach prospects and drive client acquisition.
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Summary: Inheriting a retiring advisor's book of clients is a quick way for advisors to boost their business, even double it. But don't underestimate the amount of work that goes into it, say advisors who have been through the process. It takes enormous patience and effort to get up to speed on so many new clients.
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Summary: If you have realized that your conflict with your partner isn’t going away, that self-awareness bodes well. But you may be wondering, “we spent hours talking about our problem with little to no change, how is talking some more to a stranger going to help us?”
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Summary: Jonathan Swanburg, a 31-year-old financial advisor in Houston, was intrigued by the idea of opening up an automated investment platform for his clients. He’d heard about the so-called “robo-advisors” that were attracting a lot of attention and capital, along with equal measures of hype and skepticism. Unlike many, he recognized the advantages, especially as a way of serving a new, less affluent market, and was eager to jump in.
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Summary:You've heard the warnings before: the advisor ranks are graying. Yet little progress has been made to mitigate a widely accepted problem that could snowball into a talent crisis. More than 70% of brokerage and RIA executives say there is a shortage of new advisors to replenish the ranks, according to a new survey by Fidelity.
