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Summary: Adviser technology can be overwhelming. Which CRM system is the best? What about financial planning software? Portfolio rebalancing tools? Is it better to use a rebalancing tool, or to outsource that work to a third-party manager — or even a robo-adviser? Speaking of robos, how many other tasks can benefit from automation? Can any of this be offloaded onto Alexa?
Added on March 2018 in Join an RIA
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Summary: The bank disclosed new federal scrutiny regarding possible sales misconduct within Wells Fargo's wealth management unit. The latest in a series of revelations could hobble the firm’s efforts to stem financial advisor attrition and recruit new talent.
Added on March 2018 in Form an RIA
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Summary: [white paper] Go deeper than the headlines surrounding the Registered Investment Advisor (RIA) movement. Learn what’s really compelling top teams to break away and redefine the advisor industry.
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Summary: Well, I have been there and I can help you out because I have been put in this position many many times. Imagine standing in front of a group of magicians to present a magic trick and knowing that each and everyone of them knows your trick, knows about misdirection, knows everything you are about to do. I overcame that fear and I have three tricks that you can do to make your next public speaking engagement a little easier.
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Summary: MIAMI —“I feel that all of our websites, all of our LinkedIn profiles, all of our digital presence is vanilla,” John retorted as he shook his head to reinforce his disapproval, then asking “Are we just wasting our time with all of us looking the same and saying the same thing?”
