From severe market volatility, including recent Brexit-driven dramatic market fluctuations, to the rise of robo advisor platforms, to dramatic regulatory changes, many independent advisors have a long list of what they view as the biggest...
It’s no secret that many financial advisors are not looking forward to complying with the Department of Labor’s new fiduciary rule. In our conversations with advisors, including those held during our 16-city working sessions across the...
Targeting "wrap" fee programs. | Copyright Chip Somodevilla, Getty Images
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Ever completed a workout, then glanced in the mirror? Most of you probably have—and the results from that one workout were unnoticeable (how depressing). But results require consistency and a certain level of patience. That said, you don...
Succession planning is not a fun topic for many advisors. For most of us, it is very difficult to discuss leaving the practices that we have spent much of our lives working tirelessly to build. It is hard to imagine stepping back from the thing...
In February, the White House published its annual report on the economy, within which the Council of Economic Advisors included a fairly lengthy discussion around the growing use and impact of robotics and automation. While the research...
The amount of data being generated each year is growing exponentially. More data has been created in the past two years than in the entire previous history of the human race. By the year 2020, about 1.7 megabytes of new information will be...
