From Iris
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Summary: Any good buying decision must first start with research. The proliferation of digital media has made content so readily accessible that it’s now possible to do most of your due diligence online without the need to speak to someone to make a buying decision. So, why should you care as an advisor?
From Iris
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Summary: A growing number of businesses are starting to focus on robo-advisers, who provide a simple process to typically match personal goals to a low cost portfolio. Whether you think they are good or bad, there’s probably little protection from their impact. In fact, wherever you sit in the financial service supply chain, a robo will probably be “visiting” you, your clients and prospects soon.
From InvestmentNews
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Summary: Newly hired advisers can slowly climb the ranks at their firms by taking advantage of white-labeled robo-advisers.By using these online investment platforms, new advisers put themselves in front of a client base their bosses and older colleagues may not have, said Neesha Hathi, vice president of Advisor Services Technology Solutions at Schwab & Co.
From InvestmentNews
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Summary:Advisers who use social media say that they see a good chance of attracting new clients via their presence on various digital platforms, studies have shown.
From On Wall Street
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Summary: Profiting from partnerships with wirehouses, boutique health care consultants are now seeking to expand their services into the independent advisor space.
