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Summary: A couple of years ago, InvestmentNews warned of the "great wealth transfer" that loomed on the horizon and detailed the risk it posed to advisers. The article unearthed some unsettling stats about what happens to the adviser-client relationship when accounts are passed down to the next generation. According to the study, an overwhelming 66% of children fire their parents' financial adviser after they inherit their parents' wealth.
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Summary: In honor of Black History Month, I believe it’s critical that we send a message that the financial planning profession celebrates diversity and inclusion and is stronger today because of the growing diversity of the professionals in our ranks.
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Summary: [Video] After attending a financial services conference, advisers can be overwhelmed by options, choices and tools. What's the first thing they should do when they get back to their office?
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Summary: That now-iconic statue of a, well, a fearless girl was erected nearly a year ago facing the Charging Bull. It was supposed to be temporary, but State Street Global Advisors and the New York Mayor’s Office are under way, according to AdWeek. SSGA, of course, commissioned the statue.
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Summary: Blockchain Is Transforming the Financial Services Industry [Slide Show]
