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Summary: Rothenberg notes that new technologies, especially robo advisors, are changing the wealth management business. But as they work to further grow the practice, Rothenberg's focus remains on tried and true methods: "Keep doing what we're doing, keep it simple and don't stray into areas that we don't necessarily understand."
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Summary: You became an advisor to help make a difference in your clients’ lives — not to manage people. And yet, here you are with a team. Many advisors struggle to get their teams to generate high-performance results. In our coaching programs, we estimate that more than 80% of advisor teams aren’t getting the results they want.
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Summary: Are your ears ringing? They should be. Because right now, someone you don't know is probably talking about you. Or checking out your profile on LinkedIn. Or reading something you've written, trying to decide how smart you sound.
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Summary: Financial advisors have more work to do when it comes to protecting their systems from hackers, InvestmentNews reports, citing cybersecurity examination results released this week by the SEC.
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Summary: When it comes to advisor technology, selecting a product is only the beginning. The real challenge comes in implementation and adoption.
