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Summary: The first time a client walks into your office you might take one look and think “I know exactly what they want and how they’ll invest.” It may be involuntary, but making generalizations about people on first sight is a flaw everybody shares.
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Summary: ST. LOUIS — There was a rebel spirit uniting all the entrepreneurs in XY Planning Network’s fintech competition. Advisors are taking matters into their own hands by funding their own platforms or software partly because they feel the industry has failed to address RIA practice concerns.
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Summary: Saxon was the keynote speaker on September 25 at Bob Veres’ Insiders Forum conference in San Diego. Saxon’s career spans 30 years as a television and film writer, with credits that include The Silence of the Lambs and Philadelphia.
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Summary: I’ve tried out a few advisors over the years. It seems like they’ve always tried to steer me into investments that turned out to be subpar after I researched them online. Like, I’d check the long-term return history and it would be worse than the overall market performance. And I’d find they had load fees or a high percentage of assets fees. My thought process is that they’re receiving a kickback or a commission of some kind.
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Summary: Salesforce's latest update to Financial Services Cloud, the version of its client relationship management technology tailored to wealth managers, introduced new features, analytics and integrations that the company said will bridge the gaps between financial advice, insurance and banking.
