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Summary: If you want to forge a relationship with clients under the age of 48, the highly coveted Generation X and Gen Y clients, that means knowing how to talk to them. It’s more than knowing their Twitter habits. It means understanding patterns of affluent societies throughout history and how the children of those societies see themselves.That was the message delivered by Cam Marston, president of Generational Insights and a demographics researcher, speaking at Fidelity’s Inside Track NYC conference for advisors on October 30 in Midtown Manhattan.
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Summary: What will happen in the financial services industry in 2014 in the world of compliance? What trends will predominate as financial advisors seek to meet regulatory requirements, and which issues will come to the fore? Furthermore, what issues that have been key compliance mandates in the past will continue to dominate the discussion?
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Summary: The WealthManagement.com list of the Ten Best Business Books, now in its second year, recognizes the most useful business books for financial professionals. Over 25,000 business books were published in 2013. WealthManagement.com editors got together and think that readers who check out the following books will be well rewarded. As always, we tried for a mix of the high-profile, the hidden gems, and we threw in a financial thriller for fun. In each case, a key takeaway is offered.
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Summary: Trend emerges of 20-something advisers taking on meaningful work sooner. Increasingly, firms are treating the traditional apprentice-type model training as more of a reciprocal relationship. And they are seeking the input of young and would-be advisers in a number of different ways.
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Summary: A next-gen group of advisors takes on the difficult task of identifying their practices in 2025. The group discussed the individual rep model, how client relationships will be characterized, technology and the systems that will need to be developed (at both the advisor and client levels), as well as a number of other issues.
