From Financial Advisor IQ
Added on March 2015 in Other Ideas
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Summary: For the financial-market research firm, this helps explain a “surge” in HNW investors’ use of online brokers — a trend augmented, Cerulli’s Donnie Ethier says in a press release, by the channel’s improved HNW capabilities in recent years and their favor with “younger, tech-savvy wealth creators.”
From Think Advisor
Added on March 2015 in Other Ideas
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Summary: Tiger 21, the peer-to-peer network for ultrawealthy investors, in mid-February rolled out the red carpet at its fifth annual members conference for some of the world’s leading thinkers on finance, investment and family relationships.
From Financial Planning
Added on February 2015 in Other Ideas
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Summary: Are RIAs losing an advocate at Fidelity -- or gaining a technology champion? Experts offered mixed opinions after Fidelity announced its decision to merge its investment advisor and broker-dealer businesses under Sanjiv Mirchandani, while moving Michael Durbin over to launch the new Fidelity Wealth Technologies division.
From Think Advisor
Added on February 2015 in Other Ideas
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Summary: Americans are already moving money around through their smartphones — purchasing, banking, trading. Once used to this quick pace, mobile users are likely to jettison institutions that slow them down.
From Think Advisor
Added on February 2015 in Other Ideas
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Summary:On Friday, the first full day of the three-day T3 conference, the tech news kept coming, and it was undeniable that technology providers to financial advisors are preparing for a next-gen shift as investors becoming increasingly comfortable with online financial services.
