Advisor ‘Uberization Anxiety’ Fraying Bonds With Clients
As clients get used to having needs met immediately through technology, advisors have to rethink how they interact with them.
Building Trust Key to Overcoming Client Roadblocks
Trust is still an issue in the financial services industry, Zahira Lehri of SunTrust said at the IRI Vision annual conference.
What Is the 2016 Election About? Nathan Gonzales Attempts to Clarify
What draws people to Trump? Can he win or will Clinton hang on? The Rothenberg & Gonzales Political Report’s Nathan Gonzales explains.
How Your Client's Feelings Can Improve Your Leadership Style
Survival depends on our ability to trust one another, Simon Sinek said during the closing keynote at the eMoney Advisor Summit.
Client Focus, Organic Growth Crucial to Advisor Success: eMoney Summit
Fidelity’s Mike Durbin says that in the “fragmented” financial services industry, client-centric firms that can grow organically will be the winners.
We Will All Be Cyberattacked, Ex-FBI Cybercrime Agent Says
The odds of a person suffering a cyberattack are “pretty much 100% at this point,” said a former FBI agent at the eMoney Advisor Summit.
Fintech Is Exploding, but How Firms Use New Integrations Is Key
Fintech providers need to help user workflows, not just deliver a bunch of “integrations,” eMoney Advisor CEO Ed O'Brien said.
Where Trump, Clinton Stand on Key Tech, Innovation Issues
An IT foundation found much to like in both candidates’ general tech positions, but one has been more assertive on innovation.
Online Lenders Face Increased Scrutiny
More regulation, higher costs could drive consolidation of traditional and online lenders, according Funding Stream's Russell Walraven.
If Advisors Get Dementia, What Happens to Their Clients?
Advisors hopefully have a plan for clients who show signs of dementia, but what happens if advisors’ own decline prevents them from fulfilling their duties?