1 visitor like this article | Viewed 2665 times | 0 comment
Summary: That lack of racial diversity among financial advisers has a growing cost for the profession and the people it serves. Advisory firms that don't adapt may miss out.
1 visitor like this article | Viewed 2515 times | 0 comment
Summary: Key findings of the 2015 Scottrade Advisor Services Study released today, which in August surveyed 373 RIAs online with at least $10 million in assets under management, asking where they would spend an “extra dollar” in their businesses.
0 visitor like this article | Viewed 2677 times | 0 comment
Summary: In-person meetings will continue to the be the dominant way advisors communicate with their clients in 10 years, according to SEI's 2025 prediction survey, with 58 percent of advisors saying that will remain their top way to work with clients. Video conferencing came in a distant second at 32 percent.
1 visitor like this article | Viewed 2636 times | 0 comment
Summary: Text messaging. We're all doing it. In a recent Pew Research Center study, researchers found that 97% of smartphone owners send text messages. Not only is text messaging easy to do from a mobile phone, it's a highly effective and efficient way to communicate — and financial services companies can't ignore it.
0 visitor like this article | Viewed 2638 times | 0 comment
Summary: ConnectRoot represents another big step in the myriad ways technology is making independent advice increasingly successful — and the future of financial advice
