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Summary: Most of us have recognized several important issues in our industry: The average advisor age is over 50, the advisor population continues to decline and many of the traditional training programs are not producing new advisors at a pace similar to the past.
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Summary: Two weeks after it launched Schwab Intelligent Portfolios, becoming the first custodian to launch an automated portfolio allocation service for retail investors, Schwab is making the technology the backbone of an account management tool for registered investment advisors.
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Summary: The financial services industry is out of step with the public in promising to make people rich—when their real goal is to have rich lives. To that end, the so-called “wealth management” profession—generally the preferred term of financial advisors—has passed its sell-by date.
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Summary: Not surprisingly, financial infidelity can destroy relationships, but advisers in some cases can help clients work through the problem. In other cases, however, more than just a financial professional is needed.
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Summary: If you think the current battle between Schwab and the robos is just an amusing distraction, think again. If you don't adapt, you might become collateral damage to a battle that is just picking up steam.
