Added on August 2014 in Other Ideas
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Summary: The big Wall Street brokerages like the boost in steady revenue that comes from having more client money in fee-based accounts, but there is an added benefit: broker productivity rises, too.
Added on August 2014 in Other Ideas
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Summary: "Just trust me.” “Why don’t you trust me on this?” “Trust that it will all work out.” These are sentiments any person in business today has heard at one point or another. It could be the boss telling you to trust you will be treated right, a colleague telling you to trust they will deliver their portion of the project or a vendor asking you to trust they will apply the credit for your company correctly.
Added on August 2014 in Other Ideas
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Summary: As more advisers adopt online strategies to stay competitive in a changing market, a new deal struck between a traditional advisory firm and a Silicon Valley robo-adviser highlights how technology is disrupting the industry.
Added on August 2014 in Other Ideas
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Summary: Fiduciary advocates are gearing up once again to engage in a monthlong debate about the importance of the two fiduciary rulemakings being considered by the Securities and Exchange Commission and the Department of Labor.
Added on August 2014 in Other Ideas
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Summary: You may have heard recently that the financial planning profession is under attack. Advisors are in grave danger of being rendered irrelevant, the Cassandras warn, by the online investment advisory platforms: the so-called robo advisors. What you don’t hear is that this is nothing new. In fact, the short history of the financial planning profession can be viewed as a series of evolutionary responses to different mortal challenges — all of which, in one way or another, have sharply questioned the relevance and value of financial planners.
