From IRIS
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Summary: In a recent interview, I was asked if “results” are the most important focus to advisors. I explained that an ability to achieve results is only a part of the winning equation. The reporter was shocked and asked me to elaborate.
From WealthManagement.com
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Summary: The Department of Labor’s fiduciary rule, released in April, highlights what our affluent research has been telling us for the past decade: The affluent want a professional to oversee the multi-dimensional aspects of their family’s financial affairs and have their best interests in mind.
From InvestmentNews
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Summary: Financial advisory firms are starting to embrace the trend of using job titles that reflect the spirit of the position.
From Financial Planning
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Summary: The words we use to describe ourselves can give us a wind at our backs, or they can generate a wind in our faces. This especially applies to the financial planning sector, in part because the profession has yet to define itself in the public mind with crystal clarity.
From Financial Advisor IQ
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Summary: American consumers are increasingly using financial advisors but many traditional wealth management businesses leave out the less affluent at their own peril, according to a recent report.
