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Summary: [Podcast] In this episode Justin shares how the financial planning approach has changed over the years. The approaches that were taken for the previous generation no longer work the same as they do for those who are now planning and approaching retirement years.
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Summary: Following a presentation Wednesday morning by Ric Edelman, the founder and executive chairman of Edelman Financial Services, on exponential technology, nearly every keynote presentation and panel focused on how advisers can future-proof their firm to keep winning clients in the face of rapid change.
Added on February 2018 in M&A Issues
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Summary: Whether for growth, succession, a need for scale or some combination of those reasons, the number of advisory firm mergers and acquisitions is quickly accelerating.
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Summary: TD Ameritrade put the competitive pressures tied to robo-advisors and other technology left, right and center at its LINC 2018 RIA conference this week in Orlando. Industry leaders highlighted the power and threat of technology and how to address these trends in the advice business.
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Summary: Having grown up in successive but very different eras, millennials — people ages 17 to 37 — and Gen Xers, ages 38 to 52, can harbor different concerns and perspectives around investing.
