From SEI
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Summary: Bob Veres and Jean Sinclair hosted the Insider’s Forum in Nashville in the week before Hurricane Irma shut down other conferences in the city. The conference was well-attended by executives from RIA firms and by industry practice management experts. The result was a conference with engaged attendees and deep-content presentations. One new, foreign attendee asked me, “Is the level of presentations always this good in US advisor conferences?” Sadly, the answer is no! But these are my notes about the trends presented at this one.
From InvestmentNews
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Summary: When it comes to budgeting conference travel, financial advisers are increasingly thinking outside the box of the standard industry gatherings by venturing into areas that might seem way beyond the realm of financial services.
From ThinkAdvisor
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Summary: As online investing platforms raise the bar for the type and quality of information clients expect, a survey by SS&C Technologies Holdings found that many asset managers may be falling short.
From Financial Planning
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Summary: They are young and committed to the technology they've spent years and their own money developing. But unlike some other fintech entrepreneurs, they have no ambition to upend wealth management.
From LinkedIn Pulse
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Summary: It has been over 20 years since we saw the true emergence of the breakaway movement — teams of advisors leaving large firms to go independent. By our accounts, the first wave of breakaways, or the early adopters, emerged in the late 1990s and early 2000s, leaving wirehouses to start their own businesses. This was a time of relatively fewer dedicated resources for teams breaking away –there were a few specialized lawyers, some consulting firms and, naturally, the custodians.
