From InvestmentNews
1 visitor like this article | Viewed 3087 times | 0 comment
Summary: Mobile technology is transforming registered investment adviser practices as well as the nature of the adviser/client relationship. But to experience the full range of benefits that mobile applications provide, advisers need to change the way they think of mobility.
From wealthmanagement.com
1 visitor like this article | Viewed 3616 times | 0 comment
Summary: For advisors to capture more affluent business and demonstrate their value beyond performance, they’ll have to transform their business. Here are four steps to making 2015 the year of Financial Advisor Transformation.
From On Wall Street
1 visitor like this article | Viewed 3121 times | 0 comment
Summary: What can advisors say with 140 characters? The short answer is a lot more than you think.Here are some tips for advisors to get started using Twitter for business.
From Wall Street Journal Online
1 visitor like this article | Viewed 3414 times | 0 comment
Summary: “She said she made a lot of money, but didn’t feel like she could ever retire,” In their first meeting, Ms. Swanger paid close attention to statements like that, looking for ways to probe deeper and find the best way to help the woman. “When clients say something, you want it to click so you can say, ‘Here’s another opportunity.’
From CNBC
1 visitor like this article | Viewed 3493 times | 0 comment
Summary: Millennials, also referred to as Generation Y, are those born from the 1980s through the early 2000s. Millennials are poised to inherit approximately $41 trillion from their baby boomer parents over the next 40 years, accounting for the single largest intergenerational wealth transfer in human history.
