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Summary: Laser App published the first in a series of white papers on Wednesday detailing the trends and the effect they’ll have on the wealth management industry. The software company partnered with Nexus Strategy on the series.
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Summary: With the help from 15 wealth management experts, we have handpicked titles from our past successful reading lists that advisers must read this fall. Whether it's practice management, portfolio construction, succession planning or just inspirational reads, we have it covered.
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Summary: A unique characteristic about the RIA community, and one I admire most, is the collective thought leadership voice that provides continuing guidance and direction. I was reminded of this fact while attending a recent Fidelity Inside Track conference panel with 5 prominent industry experts who discussed the topic of ‘Looking Forward: Insights on Creating Future-Ready Firms’.
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Summary: New government rules require that financial advisers put their clients' interests first when recommending what to do with their retirement savings. But no one has defined what good advice actually means or how to accomplish it — until now.
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Summary: Since we last rated the best podcasts for financial advisors just one year ago, over 5,000 new podcasts have been launched. Today, more than 40 million Americans listen to an average of six podcasts per month. And why not? Pointing to a specific podcast is also a great way to educate clients.
