At the T3 conference in Miami this week, co-founder Joel Bruckenstein sat down with WealthManagement.com to talk about the evolution of technology for advisors, the advantages of Windows 8 and why there will always be a need for human financial planners.
Mergers between advisors and accountants are often seen as marriages of mutual interest, but don’t kid yourself. Industry experts say there’s a Mars-and-Venus quality to the partnerships that makes success difficult.
An increasing number of families in recent years have been investing in the renovation of their homes, but too many do not fully appreciate the range of risks involved – from unreliable contractors and worksite injuries to property loss, lawsuits, and family safety threats....More
Many financial advisors focus on the key baby boomer segment that is approaching retirement. With one of the largest transfers of wealth in history expected to occur over the coming decades and technology playing a larger economic role, successful advisors are looking for ways to work with younger investors....More