From ThinkAdvisor
Added on January 2017 in Form an RIA
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Summary: According to Dan Moisand, managing partner at Moisand Fitzgerald Tamayo, the Florida fee-only financial planning and wealth management firm, more and more clients and prospects are asking about a ‘fiduciary duty.’ “And even better,” reports Moisand, those clients and prospects “understand what it means: financial advice in their best interest.”
From Belay Advisors
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Summary: Could 3 words be the difference between success and failure for you over the next 12 months? The premise is simple. Pick 3 words that motivate you, remind you, and guide you on your road to making 2017 your best year ever.
From InvestmentNews
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Summary: Advisory firms ready to invest in technology to improve the client’s experience will find lots to choose from in 2017. Thanks to new or improved gadgets, this year advisers should be ready to take these technologies for a spin.
From WealthManagement.com
Added on January 2017 in Other Ideas
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Summary: To put it mildly, 2016 was an eventful year. Cleveland and Chicago sports teams both ended record-long championship droughts, and you may have heard about a new person taking over the White House.
From WealthManagement.com
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Summary: We asked several industry leaders to speculate on what the wealth management industry will look like in the year 2037. This one is from Joe Duran, CEO and founding partner of United Capital, a financial life management firm.
