Our technology columnist points out that we have become a reviews-based culture, whether we are looking at cars, technology or services, and shopping for an advisor will soon follow suit.
Advisors who said they don't have enough time with their clients spend an average 41% more time every month than peers on compliance, administrative and other 'non-value-added' tasks, according to a new J.D. Power survey.
Creating the capacity to achieve growth objectives while meeting client demand for greater personalization is one of today’s greatest advisory firm challenges, says MyVest’s Mike Everett.