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Summary: From severe market volatility, including recent Brexit-driven dramatic market fluctuations, to the rise of robo advisor platforms, to dramatic regulatory changes, many independent advisors have a long list of what they view as the biggest potential threats to their business.
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Summary: Hartford Funds convened a roundtable of millennial advisors to discuss what the industry needs to do to attract younger advisors.
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Summary: When it comes to financial advice, most Americans prefer a combination of human advisors and technological solutions, according to a recent study from Northwestern Mutual. But given a choice between the two, consumers overwhelmingly favor human advisors, the study found.
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Summary: Risk management software is getting center stage these days, especially with the Department of Labor's fiduciary rule, which requires all advisers act in their clients' best interests on retirement accounts. Financial advisers will need to put extra effort into ensuring their clients' accounts are properly allocated, and that their portfolios match their risk tolerance. Here is a chart breaking down risk management software for financial advisers.
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Summary: Even though advisers often ruminate for many years before going independent or even changing brokerages, many are still surprised by certain realities of the shift
