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Summary: A new breed of wealth client has emerged over the past decade. These clients want to collaborate with wealth management firms when planning for their financial future. A report by CEB TowerGroup says firms that are willing to expend the time and effort to move away from an investment management approach focused on past performance toward a financial-planning-centered one that meets current clients’ broader needs will be rewarded
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Summary: There's one thing advisers who work with Millennials share, it might be that their peers think they're crazy. “A lot of people thought we were insane — with the golden age of baby boomers coming, why on earth would you want to work with people with no money,” said Ted Jenkin, co-chief executive of oXYGen Financial Inc. But Mr. Jenkin, who is a founder of his Atlanta-based firm, said doing so is an investment in the future of his business.
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Summary: There were the big stars — Schwab, TD Ameritrade, etc. But again, the key players were at the booths of smaller firms that have been successful (or are trying to be) in carving out their niche within the advisory world.
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Summary: The conference, "Evolution Now: Adopting and Thriving in a Changing Environment 2015 and Beyond" will highlight new and fast changing developments in public policy, technology and practice management says NAPFA chief executive Geoff Brown. It will be held from October 21 to October 24 in Charlotte, N.C.
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Summary: Despite years of industry hype about how social media can be a valuable marketing tool for advisors, especially among younger prospects, millennials don’t actually want to communicate with financial services firms on social networks. Only 0.03 percent of millennials want firms to contact them via social media, according to a new study by BNY Mellon and a team of undergraduates at the University of Oxford.
