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Summary: Technology is important for a NextGen advisor for many reasons. For starters, it can help you communicate better with clients. It also lets you collaborate with clients on setting financial goals and demonstrates that you’re tech-savvy.
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Summary: Established financial advisors are well-practiced on the value of working “in their business,” plugging away at the daily and weekly activities that are critical to running a successful advisory firm.
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Summary: The initial set of high profile robo advisers had to blaze their own trail, solve tough challenges and invest a lot of capital to get where they are today. While some forecasts show the number of different robos peaking, it is possible that the work done to date has simply created the building blocks for many more robos to come. What kind of evolution are we experiencing?
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Summary: As an independent firm grows, the role of an owner evolves from being a player on the team, to leading and managing an organization. Eventually, size and complexity will drive the need for greater professional management to help drive the owner's vision. Firms facing this need have three options: have the owner move into professional management and reduce responsibilities, elevate next generation professional talent from within or hire professional management from outside.
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Summary: While AssetMark and Aite Group argue in a recent paper that large offices of supervisory jurisdiction face challenges and may not be as nimble and supportive of advisors as their smaller counterparts, industry veterans beg to differ.
