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Summary: Forming and then delivering an opinion is what professional advisers do for a living. With every client and every engagement opinions are created and expressed. Virtually every incoming phone call and email that arrives from clients demands another opinion.
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Summary: Financial Technology Partners is a San Francisco-based investment-banking firm focused, appropriately enough, on the financial-technology industry. I managed to get my hands on its new report of how fintech is altering the landscape for money management. The report looks at industry trends, interviews numerous fintech executives and sizes up all of the usual big picture Silicon Valley stuff.
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Summary: Advisers have adopted technology long before robo advice entered the market, said Michael Kitces, partner and director of wealth management for Pinnacle Advisory Group, at the Pershing Insite 2016 conference. But these digital tools offer a new opportunity for advisers to focus, he added.
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Summary: Working on my new book about financial planning forced me to think hard about an important question: What do planners most need to know in order to be successful at providing great value and service to their clients, and succeeding personally and financially as professionals?
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Summary: For years, RIAs have marketed themselves as being a cut above their counterparts in the brokerage industry. While they followed a fiduciary standard, requiring them to act in their clients' best interests at all times, brokers were merely required to make sure their advice was suitable to the financial circumstances of their clients.
