From Financial Planning
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Summary: The worlds of traditional wealth managers and upstart digital competitors collided on the same stage during the LinkedIn FinanceConnect conference in New York on Thursday, and the competition between the two simmered through exchanges.
From CNBC
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Summary: The growth of low-cost robo-advisors has made one thing clear to financial industry analysts: Human advisors who provide little more than investment advice have their work cut out for them.
From wealthmanagement.com
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Summary: Envestnet Tamarac revealed its new digital advice portal, Advisor Now, at its Advisor Summit in Chicago, with the goal of strengthening the digital connection between independent advisors and their clients.
From wealthmanagement.com
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Summary: As the keynote presenter of last week’s Financial Planning Association of New Jersey (FPANJ) annual conference, Bob Veres, publisher of Inside Information, cynically called his session “Terminator 4.”
From Financial Planning
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Summary: State and federal examiners increasingly expect advisors to have a business continuity and succession plan in place, even if they aren't bound by a specific rule mandating a formal policy.
