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Summary: When it comes to financial advisor technology, 2016 may go down as the year of data. Data analytics and account aggregation rose to a level of prominence and potential that had been overlooked for a long time - an exciting development.
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Summary: To put it mildly, 2016 was an eventful year. Cleveland and Chicago sports teams both ended record-long championship droughts, and you may have heard about a new person taking over the White House.
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Summary: InvestmentNews polled the 2016 Women to Watch awardees and some of the industry’s standout young professionals highlighted in our 40 Under 40 this year and asked them to report their 2017 resolutions, both in their professional and personal lives. Might you, also, resolve to …
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Summary: Instead of cars, advisors could diagnose their clients' financial wellness. There are a lot of warning signs – like a decrease in tire pressure – that could help investors prevent damage to their portfolios and long-term plans.
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Summary: Most financial advisers started their firm because they had a dream for a different life and a vision of how to get there. They're passionate, ambitious and committed to building their new venture.
