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Summary: Even in this hyper-partisan era, it may be beneficial for your practice to engage with clients about this controversial subject to identify related financial concerns and behaviors, according to a new study from Spectrem Group.
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Summary:Enough financial advisors still fear automated investment tools that some conferences have sessions dedicated to convincing them otherwise. That was the goal of a presentation on Sunday by Ross Znavor, a managing director and head of commercialization for BlackRock’s Digital Wealth team, at the National Association of Plan Advisors’ 401(k) Summit in Nashville.
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Summary: Annually we report on our subscriber data to provide insights to advisors as they refine their firm’s succession and strategic growth plans.
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Summary: BNY Mellon’s Pershing Advisor Solutions polled attendees at its Elite Advisor Summit last month and found that 84% of respondents did not change their pricing in 2017. More than half (58%) said they’re not feeling increased pressure from clients to lower fees.
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Summary: Look around that desk of yours for a moment. Think about your personal relationships, your work, your family and even your own daily habits. Technology plays a role in every aspect of your life, sometimes without your even knowing it. We're in the midst of a paradigm shift — one that admittedly has made me think as much about the human condition as the technology changing it.
