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Summary: [Slide Show] Roughly 2,000 financial advisors packed the conference rooms and breakout sessions of TDAI's National LINC Conference in San Diego, Calif., last week. Advisors could schedule consultations to improve their practices, got a sneak peek at the latest advisor-focused technologies, and heard from executives, like TDA CEO Tim Hockey. Of course there were plenty of opportunities to relax and socialize, too, with oversized games like Lite Brite and Pac-Man waiting for attendees, as well as a Friday night concert by rock group Weezer.
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Summary: Wells Fargo is still experiencing some service outages a full day after an issue at one of the bank's facilities took much of the bank offline, including its website, mobile app, ATMs, credit and debit cards, and internal systems used by tellers.
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Summary: Those who don't anticipate and adapt are doomed to failure.However, nobody can see the future; we can only take educated guesses. That's why we reached out to 11 luminaries in the wealth management industry to find out what they think the financial advice landscape will look like in 25 years.
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Summary: The top 10 wealth management trends that Aite Group sees for 2019 aren’t shocking, and in fact the firm itself sees them as “revisiting the value chain.” In a presentation, several firm experts discussed the trends. Here are those trends and a brief description.
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Summary: Financial advisor conferences have booked anyone from Vanilla Ice to John Mellencamp to perform at their annual events.
