From On Wall Street
1 visitor like this article | Viewed 3169 times | 0 comment
Summary: If you are an advisor running a practice that looks like an old Borders bookstore or an old Blockbuster video store, the answer is yes. However, if your practice is more like a Nordstrom department store with personalized service, you don’t have anything to worry about.
From InvestmentNews
1 visitor like this article | Viewed 3318 times | 0 comment
Summary: The third quarter saw another round of more than $100 million invested into robo-advisers by savvy investors hoping to change the world of wealth management. The core premise of every digital solution is that individuals can get educated, act rationally and do the right thing all by themselves.
From Financial Planning
1 visitor like this article | Viewed 3457 times | 0 comment
Summary: In the advisor technology sphere, it used to be enough to look for evidence of change. What’s different now is the velocity of the action.From robo advisor technology to real-world tools that build on mobile platforms, and from risk assessment to financial planning software, changes are taking place that will shape the industry for years to come
From Advisor Perspectives
1 visitor like this article | Viewed 3432 times | 0 comment
Summary: Few things are more frustrating than when the time you spend networking with prospective clients produces no results. But I will share some good news: A few simple steps to rethink your expectations and change your approach will dramatically improve the outcome from networking activity.
From CNBC
1 visitor like this article | Viewed 3489 times | 0 comment
Summary: Trust is an important element in any client-advisor relationship and is especially paramount when working with women. Female clients want financial advisors who are not only technically skilled but exhibit an emotional side as well. Understanding this will go a long way in fostering new, solid relationships.
