4 Ways to Simplify Your Complex Sale
Many proposals are just incomprehensible.
How Much Do Robos Really Matter?
You’re considering adding a robo-advisor platform to help your reps expand efficient service to smaller client; how do you manage client and rep expectations about the new service?
Will Robo-Advisors Be Good at Relationships?
To quote Fortune editor Geoff Colvin, humans are underrated, even in the rapidly automating world of financial advice.
The 2015 Broker-Dealers of the Year Are Ready to Rumble
The Broker-Dealers of the Year, as chosen by their own reps, will take on the DOL and anyone else who threatens the IBD model.
How Advisors Can Be the Next Disruptors
Financial advisors needn’t fear the ravages of disruptive technology, Jud Bergman, Spenser Segal and Eric Poirier say.
JPMorgan Investors Show Support for Dimon in Cancer Fight
JPMorgan Chase CEO Jamie Dimon will start treatment for throat cancer, raising new questions about succession plans at the biggest U.S. bank.
Are You a David or a Goliath? How Advisors Can Hone Their Innovation Skills
Jud Bergman calls on advisors at the Envestnet Advisor Summit to become “disruptive innovators,” leveraging their fiduciary, human capital and technology strengths to overcome the Goliaths of the world.
Letting Go to Get to the Next Level
Advisors need to understand that what got them to this level is not going to get them to the next level.
Giving Pledge Draws ‘Paltry’ Interest Among Billionaires
Wealth-X investigates why only 5% of the world's billionaires have signed the Buffett-Gates pledge to leave half their wealth to charity.
The Conversation: How Young Advisors Can Spur Owners to Succession Planning
The story of how my longtime friend Eric Hehman of Austin Asset became a partner and CEO at his firm.