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Summary: In the 2015 Advisor Authority Study conducted by Jefferson National and Harris Poll, we learned that the most successful advisors are truly tech-obsessed. Advisors who manage more assets and generate more revenue spend substantially more on technology and adopt technology into their practice at twice the rate of the average advisor.
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Summary: The 10-year-old RIA aggregator — one of the advisory industry's largest— has confidentially filed an IPO that could value the company for as much as $1 billion, The Wall Street Journal reported.
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Summary: Financial planning doesn’t have to be your whole life, in fact, many clients like to hear about advisers’ hobbies and interests so they feel open to share their own passions. These five advisers are engaged in unexpected pursuits that soothe their souls — and often their competitive spirits — outside the office.
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Summary: Despite increased anxiety about the markets, little consensus exists among advisers about what to expect in the second half of 2016. Close to half of advisers (45%) are bullish on U.S. equities over the next quarter, while 17% are bearish and 38% are undecided, according to Eaton Vance’s Advisor Top-of-Mind Index Survey.
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Summary: It seems to me that the wealth management industry has grown out of the traditional labels that we have used for decades to describe various companies, causing tremendous confusion for both clients and industry insiders. Let's take, for example, the term “wirehouse.” The term was originally meant to describe an investment firm which had multiple offices which communicated with their home office via “wire.”
