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Summary: A new study by Spectrem Group shows that 58% of high-net-worth investors have switched financial advisors within their lifetime, and 23% have done so within the past five years.
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Summary: The sixth annual ranking of wealth managers’ websites by MyPrivateBanking Research found that the number of firms without any mobile offering dropped to just 12 percent, but most were just condensed versions of the desktop website.
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Summary: First the rise of robo advisors, now a wild market with no end to volatility in sight – you can’t be blamed for wondering what’s next. But a little extra knowledge and confidence in your own skills can do wonders in helping you feel prepared for any challenge. For the advisor thinking about taking a refresher course or seeking a better understanding of their craft, we’ve compiled a syllabus geared toward sharpening skills and developing new ones.
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Summary: With the proliferation of digital technology in financial services, some fear the industry features a disruption as profound as online shopping had on the retail market. But research from Cerulli suggests this is unlikely to be the case. Instead, technology may actually increase demand for personalized financial advice from a human
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Summary: Despite rising revenue, profitability is falling, according to Kaleido’s research, because advisory firms are ‘spending money where they shouldn’t’
