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Summary: With the proliferation of digital technology in financial services, some fear the industry features a disruption as profound as online shopping had on the retail market. But research from Cerulli suggests this is unlikely to be the case. Instead, technology may actually increase demand for personalized financial advice from a human
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Summary: Despite rising revenue, profitability is falling, according to Kaleido’s research, because advisory firms are ‘spending money where they shouldn’t’
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Summary: Recently, the independent advisory world has been abuzz with the news of Curian Capital’s unexpected decision to close shop. In my 30 years in financial services, I have never seen such an abrupt decision to stop serving clients.
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Summary: According to new data from Corporate Insight, online financial advisors increased their total assets under management by 11 percent in the first six months of 2015 to a total of $21 billion, even as markets remained relatively flat. Assets are up 34 percent since July 2014.
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Summary:The fastest growing segment of the financial advisor market is also the segment least dependent on outside support from asset managers, insurance companies and broker-dealers. That’s just one of many findings from Practical Perspectives’ latest survey on “Value Add Support to Financial Advisors.”
