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Summary: Advisers have been bombarded with warnings to embrace a digital practice in order to stay relevant, but they just need to take one step right now, says eMoney Advisor CEO Ed O'Brien.
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Summary: With more than half of all advisors in teams, consensus among opinion-makers in the wealth advice industry holds that independent sole practitioners – generalists by necessity – are a dying breed as more specialized FAs at ever-bigger firms come into their own.
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Summary: Most advisors are aware of the technology that requires the most attention in their firms: software, product vendors, processes and best practices. Given this understandable order of things, it often happens that the hardware your firm uses becomes somewhat of an afterthought.
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Summary: Having a family member in the business is not a guarantee of a robust succession plan. And it is definitely not a guarantee to preserving business value.
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Summary: There is a resistance to new technology and new ways of doing things, most noticeably when it comes to using new marketing methods, such as social media.
