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Summary: ConnectRoot represents another big step in the myriad ways technology is making independent advice increasingly successful — and the future of financial advice
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Summary: It’s not just Millennials who’ve come to expect certain services delivered online and in real time. Today’s high-net-worth (HNW) clients of all ages have technology expectations that, if left unmet, could lead to lower client retention and lost new business.
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Summary: The pressure on advisors to prepare for their retirement isn't about to let up, despite an industry-wide uptick in the advisor ranks last year, research firm Cerulli Associates warns.
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Summary: Advisor technology was an area of focus again this year at Schwab IMPACT 2015, with the company unveiling enhancements of many of its advisor technologies.
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Summary: Advisors spent inordinate amounts of time studying financial topics, trends and products so they can make suitable recommendations to their clients for the long term. But are they sufficiently aware of the “future factors” that could have an even bigger effect on their clients’ lives?
