From Think Advisor
0 visitor like this article | Viewed 2670 times | 0 comment
Summary: The initial interaction between a financial advisor and client is crucial not only for building the trust and confidence needed to sustain that relationship, but also for the long-term health of the wealth management firm.
From IRIS
0 visitor like this article | Viewed 2425 times | 0 comment
Summary: Everyone is gifted, but most people need help ”unwrapping their gifts,” because those gifts sit dormant, buried under layers of self-doubt, fear of failure, and feeling like they really don’t have what it takes to make a lifelong career of financial advising.
From WealthManagement.com
1 visitor like this article | Viewed 2418 times | 0 comment
Summary: Tim Welsh, president of Nexus Strategy, says the five mega trends impacting the advisory space are: the growth and evolution of the U.S. wealth market, the fiduciary standard, the evolution of digital advice, the aging of human advisors and the movement to independence
From Think Advisor
1 visitor like this article | Viewed 2408 times | 0 comment
Summary: Attempting to dispel the myths about robo-advice, Tom Kimberly, general manager of Betterment for Advisors, said the nascent robo-advice market is not “human vs. technology. One is not going to win and the other lose.”
From InvestmentNews
1 visitor like this article | Viewed 2481 times | 0 comment
Summary: African-American incomes are rising faster than any other group in the world, but financial advisers seeking to target them as clients need to understand some of their deep-rooted money perceptions.
