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Summary: Vanguard recently published a research paper – Trust and Financial Advice – that examines trust in the advisor-client relationship. The research finds that a predominant number of investors trust their current financial advisors, with eight in 10 giving their advisors a high trust rating. However, nearly one-quarter had an experience that undermined their trust in their current or previous advisor.
Added on October 2017 in Join an RIA
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Summary: Many advisors assume it’s a seller’s market, where they're in the driver’s seat and have a free pass to act without concern for how they come across to the hiring manager. They often barrel forward with the demeanor of someone who’s ready to fight for the best deal on a new car. But being unkind to recruiters is not likely to get you what you want—a positive attitude is more likely to attract positive results.
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Summary: Advisors specialize in knowing every facet of their clients’ financial lives. Will they need to delve into their mental processes and emotional states as well?
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Summary: As attacks have become increasingly prevalent at wealth management firms, clients are taking notice, said Raymond James’ Chief Information Security Officer Andy Zolper in an interview at the Raymond James' Wealth Manager Conference earlier this month. The Equifax hack has only heightened their concern.
Added on October 2017 in Join an RIA
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Summary: Here are some high notes from Ric Edelman's latest book, "The Truth About Your Future: The Money Guide You Need Now, Later, and Much Later" (Simon & Schuster, 2017).
Expect to live longer, work longer, and get more free stuff, says the the chairman and co-founder of Edelman Financial Services.
