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Summary: Most firms start their sales pitch with what they can do for the prospect, then describe how they will do it, and maybe mention why the prospect should choose them. Reverse the order, says Alexandre Monnier, president of the Family Office Exchange
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Summary: What software and programs truly create efficiency for both advisers and clients? How much big data can a firm actually act upon?
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Summary: Adding a designation can help advisers develop additional expertise and show the world that knowledge, and client circumstances often dictate new certifications.
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Summary: Out of the services advisors provide to their clients — financial planning, tax management, asset allocation, investment selection and portfolio rebalancing — only financial planning truly relies on the “human touch,” writes Jay Hummel, managing director of strategic initiatives and thought leadership at Envestnet.
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Summary: Thus far, 2016 has been marked by the kind of economic uncertainty that tests the nerves of even the most steadfast investors. And unstable markets are particularly difficult for people with erratic incomes — tech entrepreneurs, business owners, actors, and others who can’t rely on a steady paycheck or a consistent annual salary.
