Added on September 2015 in Other Ideas
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Summary: First the rise of robo advisors, now a wild market with no end to volatility in sight – you can’t be blamed for wondering what’s next. But a little extra knowledge and confidence in your own skills can do wonders in helping you feel prepared for any challenge. For the advisor thinking about taking a refresher course or seeking a better understanding of their craft, we’ve compiled a syllabus geared toward sharpening skills and developing new ones.
Added on August 2015 in Other Ideas
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Summary: With the proliferation of digital technology in financial services, some fear the industry features a disruption as profound as online shopping had on the retail market. But research from Cerulli suggests this is unlikely to be the case. Instead, technology may actually increase demand for personalized financial advice from a human
Added on August 2015 in Other Ideas
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Summary: Despite rising revenue, profitability is falling, according to Kaleido’s research, because advisory firms are ‘spending money where they shouldn’t’
Added on August 2015 in Other Ideas
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Summary: Recently, the independent advisory world has been abuzz with the news of Curian Capital’s unexpected decision to close shop. In my 30 years in financial services, I have never seen such an abrupt decision to stop serving clients.
Added on August 2015 in Other Ideas
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Summary: According to new data from Corporate Insight, online financial advisors increased their total assets under management by 11 percent in the first six months of 2015 to a total of $21 billion, even as markets remained relatively flat. Assets are up 34 percent since July 2014.
