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AI, a computer science that analyses data to make predictions or solve problems, could replace up to 45% of U.S. jobs within 20 years, according to Oxford University. Those include higher-complexity roles like accountants and financial advisors.
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Summary: InvestmentNews polled the 2016 Women to Watch awardees and some of the industry’s standout young professionals highlighted in our 40 Under 40 this year and asked them to report their 2017 resolutions, both in their professional and personal lives. Might you, also, resolve to …
Added on January 2017 in Join an RIA
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Summary: Transitioning your practice from one advisory platform to another can be an efficient, well- thought-out project — or a complete disaster. For the most part, it’s in your hands whether or not the process is painful.
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Summary: In 1968, The Ohio State Buckeyes football team started one of the most cherished traditions in American sports. According to team legend, a member of the coaching staff proposed an idea to motivate the players. After each game, the coaches would reward the best players with small stickers resembling buckeye leaves to place on their helmets.
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Summary: Instead of cars, advisors could diagnose their clients' financial wellness. There are a lot of warning signs – like a decrease in tire pressure – that could help investors prevent damage to their portfolios and long-term plans.
