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Summary: To put it mildly, 2016 was an eventful year. Cleveland and Chicago sports teams both ended record-long championship droughts, and you may have heard about a new person taking over the White House.
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Summary: We asked several industry leaders to speculate on what the wealth management industry will look like in the year 2037. This one is from Joe Duran, CEO and founding partner of United Capital, a financial life management firm.
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Summary: As planners, part of our job is to help clients overcome their decision inertia by reducing any complexity and uncertainty that may exist. This helps them feel confident that they are likely to achieve their desired outcome just by regularly doing everything laid out in their financial plan.
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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 …
