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Summary: A day after Envestnet CEO Jud Bergman welcomed attendees at this year’s Advisors Summit with a pledge to help them cross “the digital divide,” the company announced a new digital portal
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Summary: If you're like most financial advisers, you are focused on how to capture a piece of the lucrative IRA rollover market as baby boomers transition into retirement. But fast forward 10 or 20 years and those same clients may be less interested in golf and travel and more concerned about assisted living and estate planning. Will you be ready to address their evolving needs?
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Summary: According to a report by Cerulli Associates last year, only 11% of advisors at RIAs are under the age of 35, and almost half (47%) of advisors at these firms are over 55. That explains why the current generation of leaders in the profession continues to wring their hands over the scarcity of new advisors, prompting some to view it as a crisis.
Added on April 2015 in Other Ideas
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Summary: Some 58 percent of Americans believe their financial-planning efforts need improvement, but 34 percent of us have done nothing to plan for our financial futures, according to a newly released study by Northwestern Mutual.
Added on April 2015 in Other Ideas
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Summary: Financial advisors increasingly rely on product providers’ websites and Web support in managing their practices, but still encounter too many sites that are hard to navigate, have outdated content or content that is too generic or promotional, according to a recent report from Practical Perspectives, an independent consultant.
