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Summary: Although wealth managers have serious concerns about fee compression, a Cerulli report says that it’s a primary determinant in choosing a provider for relatively few investors. In its report U.S. Retail Investor Advice Relationships 2018: Optimizing Engagement, Cerulli says that client behavior is less tied to fees than advisors might think.
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Summary: The need to engage in continuous learning is a simple reality for anyone in professional services. As a profession’s body of knowledge grows and evolves with ongoing research and discoveries, new products and solutions, and emerging best practices, even the best practitioners have to update their knowledge and skills from time to time
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Summary: When I ran into another advisory business consultant I’ve known for years, he said he’s not working directly with advisors anymore. Instead, he’s working with institutions that work with advisors.
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Summary: As we roll into the final quarter of the year, David Canter, head of the RIA segment at Fidelity Clearing & Custody Solutions, has been speculating on what financial advisers might expect in 2019. From the future of mega advisory firms to technology and asset management, Mr. Canter highlights his nine predictions for next year.
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Summary: Adaptability will be the most important part of investment advisor growth going forward, Ron Carson said during his keynote address at the Financial Planning Association conference in Chicago on Thursday.
