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Summary: The changes for two pioneers of the digital advice space come as the sector matures; major banks and wirehouses are ramping up their own digital advice offerings, and a preference for hybrid robo advice has emerged.
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Summary: To be sure, client assets and revenue are the lifeblood of the financial advisory business, and advisers who can boost those metrics for their firms continue to be rewarded considerably beyond their base salary.
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Summary: Have you ever noticed that products you buy repeatedly—paper towels, toothpaste, running shoes, etc.—often start out great, but over time, the high quality that you liked so much starts to decline? My theory is that businesses, especially big businesses, are under constant pressure to increase profitability; an easy way to do that is to reduce costs.
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Summary: As many financial advisors approach retirement age, the wealth management industry is searching for ways to draw more young people into the profession.
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Summary: This was before my time, but they tell me that cold calling was once a very effective marketing strategy — until, of course, it wasn’t. I remember when advisory firms routinely attracted dozens and sometimes hundreds of prospects to cheesy prepackaged seminars, until attendance gradually began to slip away.
