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Summary: Wealth management technology provider Envestnet will lay out its future vision of the industry during its fifth annual Advisor Summit conference in Chicago.
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Summary: At a steady rate, independent RIAs continued to gain market share in 2015, with their client assets growing faster than other types of advice providers, an Aite Group 2016 study has found.
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Summary: Lauren Faustini struggled for many years to find an adviser who was not solely focused on her money. Most of the advisers she worked with just made investment recommendations and barely knew her name. Now her adviser listens to what she needs, takes notes and helps with all her concerns, including finding her an elder attorney when her father-in-law's health was failing.
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Summary: To adapt a Charles Dickens quote from “A Tale of Two Cities,” “It is the best of times; it is the worst of times.” It is the best time to be in the financial planning business, and it is the worst time to be in the financial planning business. There is a revolution in the financial services industry; fortunately, there is no guillotine involved. As we review our practices in the light of transformation, is it the best of times?
