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Summary: The digital advice market will top $83 billion by the end of 2016, according to a November report by Cerulli Associates, with growth projected to reach $385 billion in the next five years
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Summary: Two direct implications of the Department of Labor's fiduciary rule – fees and compliance – are advisors’ main concerns going into 2017, according to a survey from SEI Advisor Network.
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Summary:With so many new business books published this year, it’s hard find the titles that will really make a difference to financial professionals. We pored over 200 new titles to find the books most focused on the needs of our readers and best able to help you be more targeted in serving your clients. Unlike previous years, 2016 did not produce a blockbuster finance book (think Thomas Piketty’s Capital in the Twenty-First Century from two years ago).
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Summary: Behavioral finance authority Meir Statman caused something of a stir with his award-winning book, “What Investors Really Want,” published in 2010.Now, in an interview with ThinkAdvisor, the professor reveals an exclusive peek at his next book, “Finance for Normal People,” due in April from Oxford University Press.
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Summuary: To any advisor dismissing or ignoring the millennial generation, a few words of insight: you are making a mistake. The largest generation in U.S. history, born between 1980 and 2000, numbers 90 million. Many millennials are still too young to have amassed significant savings, but by 2020, they will have $7 trillion in liquid assets, according to Wealthfront, and they are in line to inherit another $41 trillion from their parents and grandparents. A giant wave is coming at the advisory industry; you can either ride it, or be swept away.
