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Summary: The wealth management industry has, for decades, been largely about catering to one specific type of individual: male, most likely somewhere in their 30s to 60s, married and with a traditional family.
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Summary: Lee Frederiksen describes the three important elements you need to have in your elevator pitch to be sure you’re describing clearly and succinctly what your firm does.
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Summary: Advisors should not think of technology as just part of the ecosystem of their businesses, helping to onboard clients, develop financial plans and invest and monitor assets. Technology is also key in their clients’ lives and not just for communications with their financial advisor, including clients older than members of Gen X, Y and Z.
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Summary: Three out of four U.S. consumers in a survey who worked with a financial advisor said they were more confident in their financial future as a result of the relationship, Million Dollar Round Table reported Tuesday.
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Summary: Policy changes like tax reform and implementation of the Department of Labor’s fiduciary rule occupied most of the wealth management industry’s attention in 2017, and research firm Aite Group said these will drive adviser uncertainty. At the same time, firms are facing pressure to enhance not only their front office with new digital technology, but to transform business and operating models as well.
