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Summary:Schwab Independent Branch Services released its first Examining the Mindset of U.S. Financial Professionals survey, which finds that client-facing financial professionals care deeply about their work and are pleased with their jobs, yet 76% say they have experienced obstacles that have limited their success, citing lack of support and limited autonomy.
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Summary: It’s projected that there will be a $30 trillion wealth transfer in North America alone peaking between 2031 and 2045, when 10% of total wealth will transfer hands every five years, according to an 2015 Accenture study. With that in mind, OppenheimerFunds commissioned a two-year study, The Generations Project, to get a closer look at the differences between generations, in knowledge, investment product choices and what they expect from investment advisors. The results were released in mid-June.
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Summary: Wealth managers must stop offering clients unnecessary fee breaks and invest in advanced analytics to boost revenue because the industry faces a "complete transformation" in coming years, a study found.
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Summary: Globally, there is no sport more popular than soccer, yet for many Americans it’s a sport that’s somewhere between curling and rugby, fun to watch but with enough strange rules and foreignness that it doesn’t really strike a chord. It might stand to reason that since the U.S. is not even in the 2018 FIFA World Cup, no one cares about the games starting Thursday.
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Summary: Learn how to uncover your own strengths and values, and how they impact your decision-making and communication with a certified coach.Then, measure the strength of your alignment with your matches using the compatibility assessment tool and explore the implications in a joint facilitated session.
