0 visitor like this article | Viewed 77 times | 0 comment
Summary:
For the most part, the automated online advice firms known as robo advisors passed their first major market correction last August. But the volatility following the now infamous Brexit decision last week was more than a flash crash; it was based on a sociopolitical event that dominated the news cycle, rocked the global economy and could possibly lead toward a worldwide recession. Even if the overall dip wasn’t as drastic as the August 2015 volatility, emotions are high and investor anxiety is widespread
0 visitor like this article | Viewed 97 times | 0 comment
Summary: More than three-quarters of advisors say their clients are looking for more digital tools and channels in their relationships with financial firms, according to a recent survey by Accenture. But that same survey also found that only around half of advisors say their firm is doing enough to meet these client expectations. With so many options out there, adopting digital tools can be overwhelming, time-consuming and expensive. But it’s also what clients — particularly younger clients — want.
1 visitor like this article | Viewed 72 times | 0 comment
Summary: For Independence Day, ThinkAdvisor likes to dedicate at least a little space to an important group of financial advisors: military veterans. Not all stories by veterans are about hitting the beaches or dodging bullets; many are of the quiet moments before and after that action and over the course of many years of serving in the U.S. military.rs
0 visitor like this article | Viewed 94 times | 0 comment
Summary: Just as registered investment advisors name adopting cybersecurity policies as their top compliance chore, RIAs rate anti-money laundering policies as their second biggest concern.
0 visitor like this article | Viewed 79 times | 0 comment
Summary: It’s that time of the year again. With summer officially starting Monday, InvestmentNews has prepared a reading list for advisers comprising recommendations from some of your top peers. We asked for both professional and fun reads, with some insights into what makes these books so special.
