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Summary: Managing wealth today is increasingly about getting the best from human interactions and technology — and getting this mix right is both the challenge and opportunity that the industry faces next year.
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Summary: Technology is a necessity in the modern financial advice industry, and not staying ahead of it is essentially the same as ignoring it altogether.
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Summary: Pundits like to make fun of the tradition of New Year’s resolutions, pointing out all the failures to actually follow through on those resolutions. Yet Americans keep making them, year after year. According to the Statistic Brain Research Institute, 45% of us usually make resolutions, but only 8% succeed in following them.
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Summary: I admit it. I didn’t get it for a long time. There I was, working in-house at advisor firms, putting out RFPs to marketing agencies and consultants as part of my daily job responsibilities. The proposals would come back. I’d review them, cheerfully nodding at all the big promises, all the corporate happy talk.
Added on December 2016 in Form an RIA
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Summary: Operational efficiencies in these areas enable your business to do what it does best better, while also growing in a scalable manner. So a key question your firm needs to answer is: will the technology solution for processing and compliance be a platform system or a point system?
