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Summary: Financial advisor practice growth was heavily emphasized during last week’s MarketCounsel Summit in Miami, Florida. Several discussions focused on this theme, with session titles such as, “Growth by Brand Development,” “Growing Beyond Four Walls,” and “Growth with OPM.” While the variety of presentations suggested multiple ways an advisor can grow his or her firm, one theme was consistent throughout: the future of financial advisor practice growth only occurs when an advisor outsources.
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Summary: Disclosing conflicts of interest has long been a cornerstone of compliance and regulation, but what happens when it still fails to offer meaningful protection for investors?
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Summary: As the Labor Department and the Securities and Exchange Commission coordinate regarding a uniform fiduciary standard, industry officials are weighing in on the likely outcome of an SEC rule, but don’t see movement on such a rulemaking until the agency has a full commission.
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Summary: RIA-facing financial technology is rapidly advancing, pushed by innovative start-ups and new evolutions in consumer technology. What’s driving the change is that custodians sense the need to create more powerful platforms to serve a broadening RIA client base. Custodians are becoming technological curators for advisors, providing front-office tools for their clientele and offering integrations to help advisors work seamlessly across different tasks.
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Summary: You’re familiar with how wealth management is changing thanks to robo advisors, big data analytics and even artificial intelligence.
