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Summary: Many financial planners have long advised their clients to pay less attention to the media to avoid making investment mistakes, and new academic research is backing their counsel.
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Summary: Despite increased anxiety about the markets, little consensus exists among advisers about what to expect in the second half of 2016. Close to half of advisers (45%) are bullish on U.S. equities over the next quarter, while 17% are bearish and 38% are undecided, according to Eaton Vance’s Advisor Top-of-Mind Index Survey.
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Summary: It seems to me that the wealth management industry has grown out of the traditional labels that we have used for decades to describe various companies, causing tremendous confusion for both clients and industry insiders. Let's take, for example, the term “wirehouse.” The term was originally meant to describe an investment firm which had multiple offices which communicated with their home office via “wire.”
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Summary: Uh… how frustrating is it to sit in front of your computer ready to write something, but you really have no idea what to write about? As a financial advisor, you know there is value in producing blog articles to help you build your thought leadership and offer some educational value to your audience, but you’re just drawing a blank!
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Summary: After decades of exceptional growth, the RIA landscape is being redefined by the convergence of significant technological, cultural, regulatory and demographic changes. Although most RIAs are well positioned to meet these challenges, they cannot be complacent. Advisers need to better articulate their value propositions, alter their fee structure, adapt to new regulations, and pursue a new generation of advisers and clients.
