0 visitor like this article | Viewed 2404 times | 0 comment
Summary: The advisory business is moving quickly these days with mergers and acquisitions, new technology and growth of assets under management. In a new white paper, Morningstar and Mercer outlined five 2020 trends wealth management firms and family offices can’t miss to make sure they differentiate themselves from the competition.
0 visitor like this article | Viewed 2364 times | 0 comment
Summary: Welcome to the December 2019 issue of the Latest News in Financial Adviser #Fintech — where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors and wealth management!
0 visitor like this article | Viewed 2417 times | 0 comment
Summary: When we look at back at the biggest changes in our industry’s regulatory and legislative landscape in 2019, the headline items will no doubt be the SEC’s Regulation Best Interest and passage of the SECURE Act.
0 visitor like this article | Viewed 2496 times | 0 comment
Summary: Introversion is more common than most people think, researchers have found. Introverts are everywhere, even in people-focused careers like financial planning.
0 visitor like this article | Viewed 2455 times | 0 comment
Summary: It is the official season for gift giving. While some advisors have already sent out their gifts to beat the holiday shipping jam, others are still wondering what to choose. Advisor Ryan Hughes at Bull Oak Capital in San Diego is part of that gaggle searching for ways to show client appreciation in a timely and cost-effective manner.
