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Summary: Looking ahead, RIAs expect the growth trend to continue. Advisors are approaching 2019 with their usual pragmatic optimism, keeping the daily market drama in perspective. They say that U.S. interest rates, corporate earnings and international trade issues are what matter most to client portfolios.
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Summary: In explaining the conflicting findings of a recent survey of advisors and investors who have—and don’t have—advisors, John Diehl of Hartford Funds didn’t hesitate to address the elephant in the room: Are we in the early stages of a significant market pullback? Should advisors merely send palliative messages to clients on how markets can go up or down, if they communicate at all with their clients?
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Summary: There are some things that advisers just shouldn't say to millennials when they are discussing financial planning, according to Douglas A. Boneparth, president and founder of Bone Fide Wealth and co-author of “”The Millennial Money Fix”.
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Summary: In order to help female professionals build rewarding careers in the financial advice industry, leaders in our space should understand that the model for success for female advisers looks different in some key ways than what we have seen before.
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Summary: The biggest driver of digital advice over the next five years will be the conversion of clients from traditional brokerage relationships to robo-advisors. That’s what Cerulli Associates reports in its 2018 retail investor survey that found a whopping 59% of investors aware of not a single digital-advice platform of the 10 presented in the questionnaire.
