Thought Leadership
Become aware of the recent trends. Position your practice to take advantage of the knowledge ahead of the curve.
All Articles
Office of the Future' Puts Advisor Technology on Display
From Think Advisor
Added on May 2014 in Thought Leadership
1 visitor like this article | Viewed 3687 times | 0 comment
Summary: Fidelity Institutional announced Wednesday that is has opened an intriguingly named “Office of the Future” on its Smithfield, R.I., campus. The office was designed with input from the Fidelity Center of Applied Technology to address macro technology trends that have the biggest impact on advisors in the near future: mobile, pervasive video, evolving interfaces, cloud computing, social media, big data and gamification.
Be prepared to justify your fees
From InvestmentNews
Added on May 2014 in Thought Leadership
1 visitor like this article | Viewed 3402 times | 0 comment
Summary: A financial adviser should never get caught off guard — or show surprise or resentment — when a client raises a question about fees. After all, surveys have shown that financial advisory fees are widely misunderstood. A 2011 study by Cerulli Associates Inc. found that 33% of investors did not know how they paid for investment advice, and 31% said they thought the advice they got was free.
The 2014 IA 25 Special Report
From Think Advisor
Added on April 2014 in Thought Leadership
1 visitor like this article | Viewed 3489 times | 0 comment
Summary: 12th year of the IA 25, annual list of the most influential people in and around the advisor industry. All the editors of the Investment Advisor Group—of Investment Advisor and Research magazines and ThinkAdvisor.com—weighed in over several months to choose individuals who in our judgment have been influential, are influential and likely in the future will influence the markets; how advisors invest and plan retirement for clients; and who will affect the regulatory and legislative environment in which advisors operate.
How Lewis' "Flash Boys" will impact the financial advisory industry
From InvestmentNews
Added on April 2014 in Thought Leadership
1 visitor like this article | Viewed 3389 times | 0 comment
Summary: There are good books that make you think differently about the world, and occasionally great books that really make you question the underpinnings of what you think reality is. I believe the new Michael Lewis book, “Flash Boys,” falls into the latter camp.
Half Of Advisors Feel Out Of Control
From Finacial Advisor
Added on April 2014 in Thought Leadership
1 visitor like this article | Viewed 3449 times | 0 comment
Summary: Half of all financial advisors feel they are at least somewhat or completely in control of their businesses and their time, leaving the other half to feel varying degrees of being out of control, according to a new FPA study. Fifty-three percent of the advisors surveyed say they are not in control of their time and 49 percent say they are not in control of their businesses, according to the 2014 Time Management and Productivity Study conducted by the FPA Research and Practice Institute. The remainders in both cases are either somewhat or completely in control.
