Tech-Obsessed Advisors Looking to Streamline: Jefferson National
Advisors use nearly eight different software applications in their practices on average, a survey found.
Advisors Optimistic in Late 2012; Consumers Downbeat
The two groups had opposing views in November, but the latest poll shows a divergence in the expected timeline of economic improvement
Advisors Grow Pessimistic, as Consumer Confidence Hits 4-Year High
RIAs are not as upbeat as most consumers when it comes to the economy and markets, according to the latest polls.
Advisor Confidence Index Fell in December on Europe Woes
The Advisor Confidence Index, compiled by Rydex|SGI Advisor Benchmarking, fell slightly in December 2011 to close at 99.31, down from 100.33 in November.
‘Worn-Out’ Advisors’ Confidence Drops Again, Survey Finds
Financial advisors say their near- and short-term views on the economy and stock markets are negative.
The Big 5
The story of financial planning is also the story of technology, as the two have evolved hand-in-hand over almost three decades. In 1981, both technology--as we...