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Summary:Toys may not be immediately relevant to financial advice, but there are a couple of extremely valuable takeaways for advisors from the iconic retailer’s demise.
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Summary: The early fear around robo advisors was that they would perform the work of human advisors — and at a fraction of the cost. Yet in practice, robos have failed to capture even 0.1% market share of consumers’ investable assets. Nonetheless, this failure doesn’t mean technology won’t fundamentally reshape how our firms operate.
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Summary: After I wrote an article on business suits, several advisors asked me about casual dress, the biggest concern being about whether you should wear a tie. I’m going to unbutton that question and provide insight about what you could do to pull off this look successfully.
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Summary: Today, cybercrime is chiefly about financial fraud. Tomorrow, it will focus on the destruction of human life. That’s what teenage fraudster turned FBI consultant Frank W. Abagnale of “Catch Me If You Can” fame tells ThinkAdvisor in an interview. “Technology will get very scary,” he warns.
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Summary: Wealthy Americans are increasingly thinking about the effects of their money throughout their lives and beyond, according to a recent survey commissioned by RBC Wealth Management.
