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Summary: Technology is making it possible for advisors to offer their clients investments they never had access to before, according to a panel of four speakers at Financial Planning’s Disrupt Advice conference held in New York on Wednesday.
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Summary: I spent part of my post-Labor Day week at the beach catching up on my professional reading. I knocked off eight issues of the Journal of Financial Planning and scored eight hours of continuing education credits by taking the online quizzes available for each issue.
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Summary: WSJ Adviser Profile: Andy Schwartz, managing partner of Bleakley Financial Group, says limiting staff turnover is crucial to a practice’s success as it helps breed client trust and bolsters client retention.
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Summary: Consulting on strategic philanthropy is often thought of as an ancillary—or even optional—client service. But research shows that such advice cements client relationships in ways that can help grow your practice’s bottom line.
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Summary: For a uniquely informed perspective on where the advice profession is heading in the coming decade, InvestmentNews assembled leaders from among the next generation of advisers and other key industry participants in New York in June for an event called “The Future of Our Business by the Future of Our Business,” sponsored by Fidelity Investments.
