Added on November 2015 in Other Ideas
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Summary: ConnectRoot represents another big step in the myriad ways technology is making independent advice increasingly successful — and the future of financial advice
Added on November 2015 in Other Ideas
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Summary: Advisor technology was an area of focus again this year at Schwab IMPACT 2015, with the company unveiling enhancements of many of its advisor technologies.
Added on November 2015 in Other Ideas
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Summary: Despite how much time and energy is spent writing, talking and thinking about the rise of online financial advice, it's still a fairly misunderstood topic, according to the Tiburon Research Group. Everyone seems to have a different definition of “robo-advisor,” and they lead to huge differences when determining the impact online advice has on the wealth management industry.
Added on November 2015 in Other Ideas
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Summary: Americans need financial advice—and more of it — whether they are baby boomers looking to retire, or millennials just starting out in their careers. The use of financial advisors has risen significantly in the last five years from 28 percent in 2010, to 40 percent in 2015, according to a survey by Certified Financial Planner Board of Standards.
Added on November 2015 in Other Ideas
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Summary: Very possibly, yes. While there is little direct study on gender differences among business partners, some of the research on workplace teams may have interesting implications when it comes to how gender plays out in business partnerships.
