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Summary: Over the past few months, I’ve met with more than two dozen advisory firms and attended a number of key industry conferences. After writing down some insights I gleaned from those conversations, as well as some of the critical themes I’ve been thinking about throughout the year, I've compiled a list of the 16 trends that I expect we’ll see in 2016.
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Summary: Financial advisers are targeting growth in 2016, with many seeking to boost assets and clients in the new year by using a variety of strategies, including better tech, hiring the right talent and improving marketing. Other planners aim to rev-up client service during a year with lots of expected market volatility. And then there’s the adviser who aspires to fire his worst clients! Do your resolutions for the year ahead match any of these advisers’ top goals?
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Summary: 2016 will be an especially interesting year because of the pending fiduciary decision and the November presidential election. About 62% of advisers said the DOL fiduciary standard will be their top concerns next year, according to the InvestmentNews 2016 Outlook survey. Even so, most advisers are quite optimistic about the coming year.
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Summary: What were the most-read stories of the past year? We found a few surprises when we saw the topics that grabbed your attention. Financial Planning readers were hungry for knowledge of dividend-yielding stocks, they demanded to know why the AUM fee is toast and they chuckled (was it schadenfreude?) over the five dumbest investing bets.
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Summary: The coming year will bring rapid changes in technology, regulations and in M&A. But which developments will be the most important to your practice and your clients? We’ve done the heavy lifting for you so you can stay ahead of your competition. Here are the trends to watch in 2016.
