LinkedIn’s 4 Tech Trends to Know When Facing Next-Gen Clients
High tech or high touch? Next gen clients want both, a study finds.
In 5 Years, Wealth Management Will Be Transformed: Roubini ThoughtLab
The detailed report shows that many financial advisors may not understand how fast wealth management will change in the coming years.
When Advisors Break Away, Cybersecurity Also Gets Broken
While breakaway advisors may have the freedom to embrace new technologies, that freedom comes with new cybersecurity risks.
Financial Services Firms’ Reputation Still Shadowed by 2008 Crisis
The 2008 financial crisis continues to shape negative consumer views of the financial services firms.
Paul Ryan: What to Expect if Trump Wins, GOP Controls Congress
House Speaker Paul Ryan discusses six agenda items Republicans would pursue if the party retains control of Congress and wins the presidency.
Digital Client Onboarding: A Key Step Toward Wealth Management Platform Growth
Aite Group describes the increasingly important role of automated client onboarding for financial advisors.
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.
Despite Weakening Art Market, These 4 Areas Show Strength
Sales at Christie’s fell sharply in the first half of 2016 compared to a year ago, but certain areas of the market are showing strength.
‘Rolling’ DOL Fiduciary Guidance Begins in Fall: DOL’s Hauser
“Our main goal in the near-term is to help people get to compliance,” Hauser said, as the April deadline nears.
Sen. Wyden Proposes Capping Contributions to ‘Mega’ IRAs
Proposed legislation would limit contributions to “mega” IRAs and help employers contribute to younger workers’ 401(k)s while they pay off student debt.