From Advisor Perspectives
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Summary: RIAs regularly review their cleints’ financial goals and portfolios. They should also service themselves with the same care and consistency with an internal review of their technology infrastructure and back office.
From Financial Planning
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Summary: As wealth management firms rush to blend technology with traditional human services, the race to recruit top digital-first talent is heating up.
From Advisor Perpectives
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Summary: With all the hype about the Millennials (Generation Y), as a member of their neighboring generation, Generation X, I feel neglected by the investment advisor community. And I’m sure I’m not the only one. Gen X is a ripe target for advisors (way more so than Gen Y) and here are the reasons.
From InvestmentNews
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Summary: As a senior financial planner for Betterment, Nick Holeman, 27, is one of hundreds of financial advisers working with thousands of clients in a novel way — as a complement to a robo-adviser. But his financial advice career began in the most traditional of circumstances.
From WealthManagement.com
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Summary: [Whiteppaper] The Millennial market for financial advisors is challenging. Not only that, but employing Millennials requires financial advisors to have a different mind-set, and conform to the wants and needs of this younger generation.
