0 visitor like this article | Viewed 3195 times | 0 comment
Summary: I was facilitating an offsite with a team that was having some “blaming” challenges: things were starting to fall through the cracks and there was a lot of finger pointing and blame going on.
0 visitor like this article | Viewed 2942 times | 0 comment
Summary: The robo advisory market no longer consists of only startups. Some of the largest players in the wealth management industry, including TIAA, Bank of America Merrill Lynch, Fidelity Investments, Raymond James, and Charles Schwab, have launched robo offerings to appeal to millennials and other investors who prefer a self-directed approach.
0 visitor like this article | Viewed 2633 times | 0 comment
Summary: Financial planning firms are still trying to figure out what to do about the on-again, off-again DoL rule, and whether robo technology is friend or foe. But my candidate for the most disruptive force sweeping through our professional space is something much simpler and less-discussed: face-to-screen technology.
0 visitor like this article | Viewed 2891 times | 0 comment
Summary: Advisors now have a wide array of options for financial planning software, risk management and analytics platforms, asset allocation, rebalancing, digital marketing, CRM and cybersecurity tools — and it is leading to fatigue, technology executives acknowledge.
0 visitor like this article | Viewed 2846 times | 0 comment
Summary: Affluent clients aren’t likely to spread the good word on behalf of their financial advisor because, in their mind, this professional is doing what they’ve been hired to do. Right or wrong, affluent clients rarely give kudos for being a first-class professional. It’s expected.