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Summary: In order to help female professionals build rewarding careers in the financial advice industry, leaders in our space should understand that the model for success for female advisers looks different in some key ways than what we have seen before.
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Summary: One of the most common questions I hear from financial advisors who are on teams is about succession planning. Whether it’s the senior financial advisor (team leader) thinking of slowing down (or retiring), a junior financial advisor asking for a roadmap, or even a sole practitioner thinking of selling their practice—it’s become a serious industry issue.
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Summary: The biggest driver of digital advice over the next five years will be the conversion of clients from traditional brokerage relationships to robo-advisors. That’s what Cerulli Associates reports in its 2018 retail investor survey that found a whopping 59% of investors aware of not a single digital-advice platform of the 10 presented in the questionnaire.
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Summary: I just read a story on social media about some guy who time-traveled here from 2030 to tell us what's going to happen this year.
Added on January 2019 in M&A Issues
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Summary: “M&A in wealth management is red hot — there is a frothiness out there,” Dave Barton, vice chairman of Mercer Advisors, said during a panel discussion at last month’s MarketCounsel Summit in Las Vegas.
