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Summary: In our ongoing efforts to help advisors prepare for what’s to come, I agreed to be sent on assignment into the year 2039 to interview a financial planner who has successfully made a variety of significant transformations.
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Summary: More than four out of five financial advisors are using social media for businesses purposes and close to 100% are using social networks for business or personal purposes, according to Putnam’s sixth social media survey.
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Summary: Financial technology companies are in such a hurry to get work done as soon as possible, they may be overlooking an extradordinary talent pool, according to Jason Young, the CEO of Mindblown Labs, an education technology company.
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Summary: Financial advisor Nina O’Neal was tired of being “talked at” during industry conferences. What’s more, she was frustrated there were few, if any, planner-led resources for women advisors. So she took matters into her own hands.
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Summary: For a third year, InvestmentNews is recognizing the innovative leaders of the financial advice industry who are shaping and transforming the profession.profession.
