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Summary: The Independent Advisor Outlook Study (IAOS) by Schwab Advisor Services reflects the views of independent advisors on their industry, their businesses, their clients, and the general investing environment. The semiannual study is now in its 11th year. The results of the current iteration illuminate how independent advisors perceive the maturity of the independent model, and reveals perspectives on how the state of the industry informs the opportunities that await their firms
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Summary: One of the biggest challenges many of us face is managing our technology. This can be trickier for women who tend to be taskmasters and caregivers, handling things like doctor’s appointments, elder care, the school play, high school admissions, and travel arrangements. Technology makes this kind of work easier to do (especially during a lunch break), but then we fail to do other things like connect with colleagues and clients, take a walk, or even eat. Then — poof —break time is gone.
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Summary: [Slide Show] Private wealth grew by 4.5% in the U.S. in 2016, up from 2.0% in 2015, according to a new study by the Boston Consulting Group. That's good news for advisers looking to cater to well-heeled clients. Better yet, the study also indicates that that wealth is expected to grow even faster over the next few years.
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Summary: It was a privilege to attend Pershing's INSITE 2017 conference in San Diego in mid-June. At the event, Pershing Advisor Solutions CEO Mark Tibergien did a great job interviewing Green Bay Packers quarterback Aaron Rodgers, who described how he works on self-improvement, team building and other life skills.
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Summary: [SLIDESHOW] Private wealth grew by 4.5% in the U.S. in 2016, up from 2.0% in 2015, according to a new study by the Boston Consulting Group. That's good news for advisers looking to cater to well-heeled clients. Better yet, the study also indicates that that wealth is expected to grow even faster over the next few years.
