1 visitor like this article | Viewed 4045 times | 0 comment
Summary: Peter Nesvold, the managing director of Silver Lane Advisors and lead author of the study, says that robo advisors are in danger if they are unable to improve their value proposition before more established financial institutions take over the automated advice market.
1 visitor like this article | Viewed 4075 times | 0 comment
Summary: Advisers who can access their clients' employer-sponsored retirement accounts may find themselves in the crosshairs of the Securities and Exchange Commission
1 visitor like this article | Viewed 3988 times | 0 comment
Summary: Adviser salaries have been stagnant for the past two years, but bonuses are up sharply, reflecting a willingness by employers to reward performance while at the same time keeping a lid on overall compensation.
0 visitor like this article | Viewed 4232 times | 0 comment
Summary: he importance of ethics in financial services, the future of robots and artificial intelligence and the undeniable benefits of having women on boards: these issues and more were explored at this week’s Australia Investment Conference held by CFA Societies Australia (#CFAAIC2015, for those following on Twitter).
0 visitor like this article | Viewed 4158 times | 0 comment
Summary: To get clients to understand and appreciate the value of professional financial advice, they must grasp two key metrics: what they are paying and what services are being provided for these fees. While this equation sounds simple enough, the evidence suggests most clients are not adequately equipped to make this assessment.
