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Summary: Several surprises emerged when we asked a controlled audience of hundreds of independent RIAs, planners affiliated with broker-dealers and other advisors to tell us which technologies they prefer, what will markedly alter the wealth management industry, what products they are buying and avoiding — and why.
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Summary: Recent market volatility may have just done you a favor. It's a potent reminder that the bull market is long in the tooth. Hopefully, all of this volatility has you asking yourself: Is your business prepared not only to weather a prolonged market slowdown, but to thrive in it?
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Summary: Despite its ubiquity in everyday life, texting is closely regulated for financial advisors—to the point that texting clients and prospects can feel almost too risky to be practical. Consider this statistic: Americans make five times as many texts as phone calls. Texting is immediate, it's convenient, and in the event you need to refer back to what was said, it's all right there. So why won’t your broker-dealer allow you to send a text when you need to get in touch with a client, and what can you do about it?
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Summary: With 2018 coming to an end, here are some of the top business concerns that are keeping advisers at Best Practices Award-winning firms up at night. Check out their 2019 priorities to see if your firm should be thinking about these challenges for the new year.
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Summary: As the average age of clients continues ticking upwards, firms across the financial advice industry are discussing attracting Gen X and Gen Y clients.But talk is all that many firms are doing. Recent data from TD Ameritrade reports only 23% of registered investment advisers have a strategy in place for younger clients.
