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Summary: Despite all the talk about the aging financial advisor force, the industry still has a problem attracting and retaining young talent. But several Wall Street firms discussed their new techniques for bringing millennials into the business during a Securities Industry and Financial Markets Association seminar on Wednesday.
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Summary: It is not uncommon to hear established advisers discussing the use of technology to attract the next generation of clients and younger advisers to their firms. Some have also discovered that today's successful advisers have a great opportunity to harness technology for the wave of retiring baby boomers. Some advisers want to use technology to grow; others, to improve. Some want it all.
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Summary: The worlds of traditional wealth managers and upstart digital competitors collided on the same stage during the LinkedIn FinanceConnect conference in New York on Thursday, and the competition between the two simmered through exchanges.
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Summary: The growth of low-cost robo-advisors has made one thing clear to financial industry analysts: Human advisors who provide little more than investment advice have their work cut out for them.
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Summary: Envestnet Tamarac revealed its new digital advice portal, Advisor Now, at its Advisor Summit in Chicago, with the goal of strengthening the digital connection between independent advisors and their clients.
