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Summary: Financial advisers need to step up their technology game or face losing some current clients, as well as the opportunity to serve entire new customer segments, fintech experts said.
Added on September 2016 in Form an RIA
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Summary: In recent months, there has been an upsurge of serious interest from traditional brokers in becoming registered investment advisers, reversing a recent trend.
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Summary: Gratitude can be defined as the quality of being thankful or the readiness to return kindness.Janus Labs, Janus Capital’s consulting arm, created a program it called “The Art of WOW” nearly five years ago to help encourage advisors and financial professionals to express gratitude on a regular basis.
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Summary: While many larger firms and wirehouses are tied to legacy technology infrastructure, advisors who break away from these firms and go independent have the freedom to embrace new technologies.
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Summary: Many good practitioners achieve the objective of building a profitable practice easily enough. After all, that is little more than keeping the sales and revenue pumping at a faster rate than it costs to run the business, right? Once the sales and revenue part is figured out and there is enough business coming in to cover the operating costs and practitioners remuneration, there is a profit for the business.
