From Financial Planning
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Summary: [VIDEO 1.21] "The way that we deliver advice has to change," says United Capital CEO Joe Duran.
From Financial Planning
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Summary: Our earlier summer reading list was such a hit, a sequel was a must. Here are more suggestions from wealth management executives and industry experts that advisers should not miss. These books will help planners buttress their practices and client strategies, while satisfying their literary appetite.
From Financial Advisor IQ
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Summary: When it comes to financial advice, most Americans prefer a combination of human advisors and technological solutions, according to a recent study from Northwestern Mutual. But given a choice between the two, consumers overwhelmingly favor human advisors, the study found.
From Financial Planning
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Summary: Profitability hit an all-time high last year for those RIA firms which reached the big league benchmark of $250 million or more in assets under management.
From On Wall Street
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Summery: There is nothing better than a good book on a beautiful summer's day. Together with the help from planners and wealth management execs, we curated a list of titles advisers should not miss. Whether it is practice management, client communications, leadership development or just an inspirational book to read by the beach or in a hammock under a tree, we have it covered.
