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Summary: The advisory world is being roiled by changes. How should advisers adapt as passive investing and automated advising continue to grow? What about changing definitions of risk in a fiduciary environment and new client goals?
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Summary: Investors and their advisors see eye to eye on several things: managing volatility, protecting assets and saving for retirement.
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Summary: Research from InvestmentNews' annual benchmarking study shows that business development – a term for the formal prospecting and client acquisition process – becomes a necessary source of growth for independent advisory firms as they scale.
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Summary: The advent of automated asset-allocation technologies – the so-called robos – and a generally stricter regulatory regime mean wealth firms will soon need to staff themselves with financial therapists more than investment advisors, according to consulting giant Ernst & Young.
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Summary: “The times they are a-changin’.” Bob Dylan first crooned these lyrics in his 1964 title track to acknowledge a mass cry for social reform. Listen closely now, and you’ll hear echoes of the song’s core message underscoring some of today’s most newsworthy issues: the polarizing presidential race, an unraveling of corporate scandals and the ongoing fight for gender parity. Similarly, looking at the lyrics through a financial services lens elicits visions of policy reform, industry skeptics and the generational shift in wealth that have awoken a renewed need for change from Wall Street to Main Street.
