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Summary: Fintech firms are poised to revolutionize the market. They attract new investors and woo veteran investors with lower fees and a more seamless client experience. And they’ve absolutely nailed new-client onboarding: Download an app. Enter an email. Create a password. Link a bank account. And you’re done.
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Summary: As wealth managers consider a move to independence, they come to Pershing with questions about the economics of different business models. And rightfully so, because of all the issues advisers have to address in a transition, nothing comes close to the importance of deciding on the business model.
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Summary:Meet this year's 40 Under 40 winners, showcasing the nation's finest young financial advisers and associated professionals in the financial planning industry. Inside their individual profiles you'll discover their impressive stories, including several who have been elected by their much older colleagues to lead their firms. A few others are military veterans, including one Bronze Star winner.
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Summary: As financial advisory firms embrace technology to stay competitive and enhance in-house operations and relationships with clients, they should consider this: “Technology is the great equalizer among firms big and small,” according to Evan LaHuta, head of client experience at BNY Mellon. “Everyone starts to look the same, so how do you add value?”
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Summary: Here is a sobering statistic from Tom Nally, head of advisor services at custodian TD Ameritrade Institutional: Ninety percent of advisors have more than 50 percent of their clients already in “de-cumulation” mode.
