From Financial Planning
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Summary: What software and programs truly create efficiency for both advisers and clients? How much big data can a firm actually act upon?
From Financial Planning
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Summary: Adding a designation can help advisers develop additional expertise and show the world that knowledge, and client circumstances often dictate new certifications.
From Financial Advisor IQ
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Summary: Out of the services advisors provide to their clients — financial planning, tax management, asset allocation, investment selection and portfolio rebalancing — only financial planning truly relies on the “human touch,” writes Jay Hummel, managing director of strategic initiatives and thought leadership at Envestnet.
From Financial Advisor IQ
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Summary: Thus far, 2016 has been marked by the kind of economic uncertainty that tests the nerves of even the most steadfast investors. And unstable markets are particularly difficult for people with erratic incomes — tech entrepreneurs, business owners, actors, and others who can’t rely on a steady paycheck or a consistent annual salary.
From IRIS
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Summary: In a recent interview, I was asked if “results” are the most important focus to advisors. I explained that an ability to achieve results is only a part of the winning equation. The reporter was shocked and asked me to elaborate.
