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Summary: InvestmentNews hosted a roundtable of technology executives from independent broker-dealers and custodians to learn about the biggest issues they're tackling, what they're hearing from advisers and what they plan to focus on next. Here's what they had to say:
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Summary: Financial adviser headcount fell by 1.9% in 2013 to 287,119 advisers, according to the most recent data from Cerulli Associates. The research firm estimates about 5,500 advisers left the industry and were not replaced by new recruits, even as assets under management grew by 13% that year to $14 trillion.
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Summary: Advisors know that millennial clients are where the market growth is. But the biggest growth market of all may be one often overlooked by RIAs: millennials with high earnings but who are not yet wealthy.
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Summary: Advisors will spend lots of time this year figuring out how to adapt to new technology and to potential changes in regulations, according to executives at major custodians and tech vendors.
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Summary: If the past is any indicator, adviser moves are likely to pick up steam in the first quarter, according to an analysis of InvestmentNews' Advisers on the Move database, which tracks teams of advisers and brokers changing firms.
