Thought Leadership
Become aware of the recent trends. Position your practice to take advantage of the knowledge ahead of the curve.
All Articles
How OSJs Can Remain Relevant in a Consolidating Industry
From WealthManagement.com
Added on May 2018 in Thought Leadership
0 visitor like this article | Viewed 2749 times | 0 comment
Summary: The wealth management industry is facing pressure to consolidate as the advising community tackles challenges like ever-changing industry regulation, consolidation and revenue compression. Offices of Supervisory Jurisdiction (OSJs), independent broker-dealer branches that supervise and provide consulting and business services to independent advisors, are not immune to this trend. In order to stay competitive and grow their businesses, OSJs should consider the many ways they can articulate their unique value and build scale into their models to attract and retain advisors who would otherwise remain self-supervising.
5 Great Habits to Grow Your Business
From ThinkAdvisor
Added on May 2018 in Thought Leadership
0 visitor like this article | Viewed 2564 times | 0 comment
Summary: How many people do you know that have so much to offer but bad habits prevent them from being their best? I can’t tell you how many sales professionals I see that look so good, come across so well, work for such great companies, and yet don’t do what it takes to run a healthy business.
Pope Francis wants financial advisers to work like fiduciaries
From InvestmentNews
Added on May 2018 in Thought Leadership
0 visitor like this article | Viewed 2569 times | 0 comment
Summary: Pope Francis weighed in on the debate over the need for a universal fiduciary standard for financial advisers Thursday in a wide critique of global finance that admonished advisers who worked against the best interests of their clients.
Envestnet Embraces Alexa, Insurance Products
From Barron's Advisor Center
Added on May 2018 in Thought Leadership
0 visitor like this article | Viewed 2742 times | 0 comment
Summary: The virtual assistant will be connected to an analytics-powered tool called Envision IQ. The goal is to let advisors review client information on demand even when they’re not in front of a computer. Beta testing shows that less than half of Envestnet users regularly talk to Alexa, but Frank Coates, the company’s executive managing director, said having such a tool available will make voice bots more popular among financial professionals.
Five Lessons for Advisors from A-Rod
From Advisor Perpectives
Added on May 2018 in Thought Leadership
0 visitor like this article | Viewed 2863 times | 0 comment
Summary: It has been almost two years since Alex Rodriguez, “A-Rod,” ended his career as one of Major League Baseball’s (MLB) greatest players. He has since been establishing himself as a leader off the field, and he has successfully launched ventures in business and investment management. How did he do it? He used lessons from Warren Buffett and Bill Belichick, and joined “the dark side” to become a media announcer.
