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Summary: As advisors, we never want to see a client run out of money on our watch. This makes working with people who appear to be spending at unsustainable levels especially challenging. Yet the problem may not be that the client has a spending problem, but rather that they haven’t been up front about all their assets. That’s really a trust problem.
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Summary: The future of wealth management could be a bionic one, but firms looking to upgrade their technology stacks face serious roadblocks, Ron Carson, CEO of the Carson Group, said at a session on hybrid investors at the In|Vest conference in New York.
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Summary: What should firms do when upgrading technology is so cumbersome, it feels a bit like repairing a jet in midflight?
The future of wealth management could be a bionic one, but firms looking to upgrade their technology stacks face serious roadblocks, Ron Carson, CEO of the Carson Group, said at a session on hybrid investors at the In|Vest conference in New York.
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Summary: That was the sobering message delivered by Matt Brinker, United Capital's chief business development officer, speaking at SourceMedia’s In|Vest conference in New York. Brinker pointed to other industries seemingly at the top of their game that fell victim to disruption from innovators in their markets.
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Summary: Peter Drucker may be gone, but his contributions to the field of management live on, particularly his espousal of the need to focus on both effectiveness and efficiency. That means doing the right things (effectiveness) in the right way (efficiency).
