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Summary: With all of the great advances we’ve seen in advisor technology over the last several years, you’d think that some of the basic technology problems that have plagued advisors for years would have been addressed by now. Unfortunately, that’s not the case.
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Summary: There’s no question that financial advisors are increasingly using social media platforms to communicate with current clients and to prospect for more, but exactly how they engage and how often depends in large part on their individual firms.
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Summary: When advisers start taking succession planning seriously, they begin treating their business like a business. After all, succession planning is a long-term process, not a one-time event. Firm owners, clients and the business itself will benefit from a clear plan.
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Summary: A unique characteristic about the RIA community, and one I admire most, is the collective thought leadership voice that provides continuing guidance and direction. I was reminded of this fact while attending a recent Fidelity Inside Track conference panel with 5 prominent industry experts who discussed the topic of ‘Looking Forward: Insights on Creating Future-Ready Firms’.
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Summary: The Department of Labor’s fiduciary rule for retirement-account advisors, which takes effect in April next year, requires FAs to understand their books of business as never before.
