Digital Becoming ‘New Normal’ in Serving HNW Investors: SEI
Financial advisors need to get their websites and other online tools to match their levels of quality, expertise and responsiveness.
Nearly Half of Investors Can’t Find Their Advisors on Social Media
Most investors use social media, but many say they have trouble connecting with their financial advisors, a Finect survey found.
Gen X, Y Hungry for Advice, but Advisors Don't Satisfy
Younger investors are more likely to feel their advisor isn't really working for them, less likely to recommend their advisor to someone and more likely to spread their assets among multiple advisors, according to a report from Market Strategies International, a global market research firm.
Gen X, Y Hungry for Advice, but Advisors Don’t Satisfy
Younger investors are more likely to feel their advisor isn’t really working for them, according to a report from Market Strategies International.
Top 3 Issues Advisors Will Face in 2014, Part 1: Robo-Advisors
In the coming year, we'll begin to see which robo-advisors will pull ahead of the others, and many will aim to refine their business models.
Gen Y Most Receptive to Financial Advice
Financial advice has a stronger influence on the savings and spending habits of young adults than on older ones, according to a recent TIAA-CREF survey.
Lessons on Digital Disruption From Down Under
An award-winning paper tells advisors how they can avoid being the slowpokes in a two-speed economy seeing a surge of investors flocking to online advice.
New Technologies Can Facilitate Foundation Collaboration
The Monitor Institute and the Foundation Center released a report on their research into how new technologies can facilitate collaborations and reduce inefficiencies.
10 Tech Trends That’ll Rattle the Advisory Industry
Attracting Gen X and Y clients will be vital as boomers retire, but these changes will make it a lot more challenging.
Say ‘No’ to Clients Who Are Behaviorally Different From You
Taking on a client who is too different from yourself can be overly draining and not worth the reward.