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Summary: Market forces — like shifting demographics, consumer demand and regulation — are making financial planning an imperative for firms across the wealth management industry. As a result, financial planning technology is quickly becoming the front line in the battle for client assets.
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Summary: The typical firm increased its client base nearly 8%, and median RIA revenue growth soared nearly 16%, the biggest percentage gain in seven years, according to TD Ameritrade Institutional's annual industry benchmarking study.
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Summary: In 2005, Steve Jobs said “I have looked in the mirror every day and asked myself: If today were the last day of my life, would I want to do what I am about to do today? If the answer is ‘no’ too many days in a row, I know I need to change something.” In this article, I will discuss ways to review priorities, activities, and potential in order to continuously improve.
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Summary: It is frustrating to have great relationships with clients and centers-of-influence (COIs) but virtually no one refers, especially considering how many people we know. Too few of our happy clients refer to us. Is this normal?
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Summary: No technology in recent memory has done more to capture our imaginations—or has more potential to transform our industry—than artificial intelligence. In the headlines, it’s a double-edged sword, raising concerns over cybersecurity and personal data, at the same time that it raises the bar for service and satisfaction to new heights. Advisors need to take hold now, or be left behind, because early adopters already have the upper hand.
