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Summary: You can see it in the attendance numbers of cybersecurity panels at conferences (though this is improving), as well as in regulator regulators' messaging to the industry to get its act together. Legal and technology experts who work with financial advisers confirm this observation, as does internal InvestmentNews data on which articles advisers read most (Spoiler alert: Not cybersecurity).
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Summary: The recent InvestmentNews Top Advisory Firm Summit presented findings from benchmarking studies and research on trends in the industry. The good news? Many firms seem to be embracing best practices for choosing and keeping the right clients, from setting ideal client standards and minimums, to segmenting clients and aligning services with these different segments.
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Summary: Many financial professionals have heard a client say: “Just tell me what I can do to help you!” The response you would love to give is “Send me clients.” You can’t say that! Where can you take this conversation?
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Summary: Here's a warning: Your clients are going to expect a lot more out of you in the coming years than you are probably providing today. And if you don't start preparing for it, you might as well get out of the business.
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Summary: There weren’t any fallings-out or anything wrong with the group, it just no longer supplied the support structure I needed. I’ve since moved to quarterly one-on-one conversations with select advisors. It suits me much better.
