Summary: Over the past few months, I’ve met with more than two dozen advisory firms and attended a number of key industry conferences. After writing down some insights I gleaned from those conversations, as well as some of the critical themes I’ve been thinking about throughout the year, I've compiled a list of the 16 trends that I expect we’ll see in 2016.
 It’s about life planning, not just investment planning or even financial planning. Can you help your clients manage the moments of truth in their life? That will be the core of successful financial advisory businesses in the future."David Canter, executive vice president, Practice Management and Consulting,, Fidelity Clearing & Custody Solutions. |
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