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Summary: A mix of new books and old favorites satisfied advisers’ reading appetites in 2015. Here are industry reads and guilty pleasures that come highly recommended by your planner peers
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Summary: INTV Video - should advisers be fearful of robo-advisers? A group of experts highlight the opportunities advisers have to take advantage of the rise of robo platforms to help innovate and evolve their own practices.
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Summary: While I sat inside the famous Fountainebleau Hotel last week attending MarketCounsel 2015, the rain was coming down in sheets on Miami Beach. Fortunately, I was surrounded by power players from the independent advisor channel and there was a steady stream of decision makers and industry influencers parading across the stage in front of me.
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Summary: Sixty-seven percent of advisors see a direct or indirect link between social media activity and acquiring new business, while 30 percent do not see any connection, FPA says. Advisors want to deliver thought leadership via social media, according to a study released Tuesday entitled Communication Evolution: Financial Professionals and the Future of Thought Leadership and Social Media.
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Summary: That lack of racial diversity among financial advisers has a growing cost for the profession and the people it serves. Advisory firms that don't adapt may miss out.
