0 visitor like this article | Viewed 2775 times | 0 comment
Summary: Recently, a colleague of mine suggested that "back office" should be considered a bad word, because it's where things go wrong without accountability.
0 visitor like this article | Viewed 2950 times | 0 comment
Summary: In the advisor-client relationship, the advisor provides advice and the consumer provides compensation for that advice. But advisors can—and should—learn from their clients, particularly when it comes to technology.
0 visitor like this article | Viewed 2763 times | 0 comment
Summary:The RIA industry seems to be in a sweet spot: Demand for financial advice and planning is growing while the number of advisors is shrinking, but firms are also facing many challenges.
0 visitor like this article | Viewed 2912 times | 0 comment
Summary: Technology's impact on everyday behavior has already forced advisers to rethink how they serve clients. Now it's forcing custodians to reconsider how they're serving advisers.
0 visitor like this article | Viewed 2819 times | 0 comment
Summary: As advisors, we never want to see a client run out of money on our watch. This makes working with people who appear to be spending at unsustainable levels especially challenging. Yet the problem may not be that the client has a spending problem, but rather that they haven’t been up front about all their assets. That’s really a trust problem.
