Added on December 2015 in Other Ideas
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Summary: In-person meetings will continue to the be the dominant way advisors communicate with their clients in 10 years, according to SEI's 2025 prediction survey, with 58 percent of advisors saying that will remain their top way to work with clients. Video conferencing came in a distant second at 32 percent.
Added on December 2015 in Other Ideas
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Summary: Text messaging. We're all doing it. In a recent Pew Research Center study, researchers found that 97% of smartphone owners send text messages. Not only is text messaging easy to do from a mobile phone, it's a highly effective and efficient way to communicate — and financial services companies can't ignore it.
Added on December 2015 in Other Ideas
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Summary: How should robo-advisors be regulated? That’s a question the Securities and Exchange Commission must tackle, as assets managed by these firms will surge to $2 trillion in the next five years, argues SEC Commissioner Kara Stein.
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.
