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Summary: Bill Harris, founder and CEO of Personal Capital, shares his view of the role robos will play in the adviser space ten years from now. Personalization - hat was the buzzword echoed by three top executives of leading robo firms at SourceMedia’s annual In|Vest conference in New York.
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Summary: Increasingly, research suggests the wealthiest are interested in digital wealth management, and that advisers quickest to adopt digital advice tools into their practice are getting an edge over non-digital competitors.
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Summary: Sallie Mullins Thompson is trying to grow the financial planning aspect of her business. The financial advisor has been practicing for 20 years but only recently turned to a social media content provider for help.
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Summary: The secret to crafting the most effective and productive teams is to make sure each individual has a specific role and responsibilities within the business, experts said. It also demands teammates have faith in each other.
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Summary: RIAs charging a fee based solely on a client’s assets under management are selling themselves short, Tom Nally, president of TD Ameritrade Institutional, tells InvestmentNews. Instead, Nally says, RIAs should be charging a percentage of clients’ net worth, the publication writes.
