From Financial Advisor IQ
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Summary: Partnering up with other advisors can be exciting and lucrative, but when partnerships fall apart, everyone loses, former financial advisor Norb Vonnegut writes in the Wall Street Journal.
From On Wall Street
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Summary: According to a recent study from Putnam Investments, more than 80% of the advisors it surveyed said that they use social media for their business, reflecting how firms are finally figuring out the regulatory boundaries for communicating online.
From InvestmentNews
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Summary: The future of the financial advice industry will inevitably involve a lot of technology, but robo-advice platforms will not replace the human touch of a good adviser. That was among the top themes on Tuesday in Miami at the kick-off of the MarketCounsel Summit, an event catering to independent financial advisers.
From InvestmentNews
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Summary: Customer relationship management software is not considered cutting-edge by many financial advisers, but it remains a stumbling block that leads to trouble with work flows.
From Financial Planning
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Summary: Three years doesn’t seem like a long time. But the wealth management industry has experienced a number of technological innovations in that period, from the development of new software tools for advisors to the rise of automated advice platforms.
