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Summary: Wealth advisors should look to Amazon’s proven stronghold in the retail space as a model for building stronger customer relationships.
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Summary: When it comes to the much-ballyhooed business of disruption, if you can't beat them, join them — and do a little disrupting of your own. That was the message to financial advisors unsettled by the rise of robo-advisors and other industry disruptors from speaker and writer Julie Littlechild, speaking at Charles Schwab's IMPACT 2017 confab in Chicago.
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Summary: As an advisor, your website is one of the most important tools in your arsenal when it comes to growing your business. Word-of-mouth and personal referrals are certainly a great start for bringing in new clients, but no matter what, anyone interested in your business will likely visit your website as part of the vetting process
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Summary: Almost half of Americans say the most difficult topic to discuss with others is personal finance; they would rather discuss death, politics or religion. This social taboo against talking openly and honestly with loved ones contributes to 50% of first marriages ending in divorce, 70% of families failing to successfully pass down wealth to future generations and 69% of parents feeling more comfortable talking with their teens about sex than investing.
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Summary: Several InvestmentNews readers have asked me to weigh in on whether the recent Equifax data breach, which affected an estimated 143 million Americans, could compromise online Social Security accounts.
