From WealthManagement.com
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Summary: Passing off mundane tasks to technology frees up your valuable time to meet with more clients, build deeper (and perhaps multigenerational) relationships and even grow your book of business that may have once seemed at capacity.
From WealthManagement.com
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Summary: Fintech firms are poised to revolutionize the market. They attract new investors and woo veteran investors with lower fees and a more seamless client experience. And they’ve absolutely nailed new-client onboarding: Download an app. Enter an email. Create a password. Link a bank account. And you’re done.
From ThinkAdvisor
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Summary: As financial advisory firms embrace technology to stay competitive and enhance in-house operations and relationships with clients, they should consider this: “Technology is the great equalizer among firms big and small,” according to Evan LaHuta, head of client experience at BNY Mellon. “Everyone starts to look the same, so how do you add value?”
From WealthManagement.com
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Summary: Here is a sobering statistic from Tom Nally, head of advisor services at custodian TD Ameritrade Institutional: Ninety percent of advisors have more than 50 percent of their clients already in “de-cumulation” mode.
From InvestmentNews
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Summary: Best interest. Act in the client's best interest. Put the client's best interest ahead of your own. Regulation Best Interest.
