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Summary: A survey of American investors has revealed a strong preference for traditional financial advice remains, despite the rise of online asset allocation tools.
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Summary: The purpose of this article is not to reiterate what has been exhaustively discussed in professional publications regarding “robo-advisers.” Rather, I'd like to give you a road map on how to compete with and beat online investment management services using technology.
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Summary: Again and again, advisors have commented to FA-IQ that, as far as they and their clients are concerned, the major custodians don’t differ much in their core services. At the end of the day, they say, all offer fairly standardized processes for opening accounts, safekeeping securities, clearing transactions and conducting wire transfers. Yet, in a recent FA-IQ poll, 62% of readers indicated the choice of custodian matters a lot.
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Summary: The night before a conference where I was scheduled to speak, I found myself in a crowded bar just south of Greenwich Village. The organizers had arranged a VIP reception, and — having just moved to New York — I figured I should attend. Indeed, I had good conversations with four interesting people whom I’ll probably keep in touch with. But when I walked out the door an hour later, I was thrilled with my revelation: I’m never doing that again.
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Summary: All investors are looking for the ‘Perfect Advisor,’ but for some reason, many never find them. It’s no wonder, if even some of what I’ve heard investors want in their ‘perfect advisor’ is true! Allow me to elaborate.
