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Summarry: Be Curious: Discover what advisors want in our 2018 Subscriber Infographic
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Summary: SEI Advisor Network, the turnkey asset management platform offered by financial services firm SEI, published a follow-up white paper to a popular one from 2015 that details the evolution of compensation in the wealth management industry during recent years.
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Summary: Financial advisors prefer to meet their clients face-to-face, according to a new study from Hartford Funds, and not via video. The study of 116 financial advisors—and administered in-person—found that 73 percent of advisors considered in-person meetings their favored method of communication with both clients and prospects. In comparison, only 12 percent of advisors found video platforms like Skype or FaceTime the most useful for client conversations. Among digital options, advisors listed LinkedIn as top choice, followed by Twitter and Skype.
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Summary: Cybersecurity continues to be registered investment advisors’ top compliance challenge, with 81% of advisors polled in a just-released Investment Adviser Association survey placing it at the top of their list, the fifth year cyber has held the spot, and nearly two-thirds indicating that their firms increased compliance testing in this area over the past year.
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Summary: he future is already here, according to science-fiction writer William Gibson, who noted, "it's just not very evenly distributed."
