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Summary: Experienced advisers may have great expectations for the junior advisers they hire. They may hope that new associates will ease their workload, boost their firms’ assets and eventually become their successors.
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Summary: The sixth annual ranking of wealth managers’ websites by MyPrivateBanking Research found that the number of firms without any mobile offering dropped to just 12 percent, but most were just condensed versions of the desktop website.
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Summary: Far too many financial advisors and accountants see each other as neighbors who visit every once in a while, when they should see the professions as siblings who take care of each other. Advisors plan for the client’s future, while accountants consult on the client’s past. Not only must these distinct fields work together for the client’s best interests, but doing so can also make both practices more profitable.
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Summary: Merge your technology plan with your business plan – Many firms develop a plan or ideas to add value to their current business model, and then think about technology later in the process. Define upfront how technology should be used to support your ideas.
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Summary: Data aggregation is currently one of the hottest topics in the financial services industry. As technology evolves and robo-advisers attempt to snatch clients, advisory firms are seeking new ways to stay competitive.
