Advisor Tech Adoption: When the Boss Is the Roadblock
At Junxure Advisor Conference, the technology recalcitrance of firm principals kept being raised by panelists and attendees, along with strategies to get them on board.
5 Digital Marketing Trends for Advisors in 2016: Deena Katz
The veteran wealth manager and academic argues for how advisors should use social media and other digital platforms now to succeed next year and beyond.
FINRA, SEC Wallop UBS Puerto Rico With $33.5M in Penalties Over Closed-End Funds
Company failed to ensure suitability for clients of Puerto Rican CEFs that were highly invested in Puerto Rican municipal bonds; branch manager and rep charged.
Consumers Clueless on Key Social Security Benefits: FPA, AARP Survey
One example: Only 9% of consumers say they’re ‘very knowledgeable’ about benefits, but 40% expect those benefits to account for most of their retirement income.
CFP Board, FPA Advocates Agree on Likely Timetable for DOL Fiduciary Rule
Marilyn Mohrman-Gillis, Karen Nystrom think it likely DOL rule will be out this year, but SEC fiduciary rulemaking prospects still cloudy.
FPA Board Names Shannon Pike 2016 President-Elect, 3 New Board Members
At national conference, FPA says it also added three new “knowledge circles” focusing on women, tax planning and linking academic researchers and practitioners.
What if the Projections Are Wrong?
Advisors are natural-born skeptics. So can we trust that the demographic projections used by government agencies are accurate?
The Changing Demographics of Advisors
If the American population is growing older, as it is, and more diverse, as it is, then is the advisor population changing as well?
America Is Changing. Are Advisors Ready?
Big shifts in the U.S. population will challenge advisors’ assumptions about planning and may well lead to a change in the demographics of their clients.
Into the (Unknown) Future
A Danish proverb holds that “it is difficult to make predictions, especially about the future,” and yet day in and day out advisors must plan for an unknowable future.