2017 Schwab IMPACT

Are investors getting complacent?

November 19, 2017 | Runtime: 2:00

Tom Florence, CEO of 361 Capital, discusses growing investor complacency and why he thinks overconfidence might be creeping into adviser and investor decision making.

Schwab's Clark: How next-gen can position themselves for success

November 19, 2017 | Runtime: 2:10

How can the next generation position themselves for success in the industry? Our student correspondent from Texas Tech, speaks with Bernie Clark to find out.

Dynasty's Penney: Top RIA trends for 2018

November 17, 2017 | Runtime: 5:44

What's next for RIAs? Dynasty's Shirl Penney talks about the growing numbers of entrepreneurial advisers. Plus, what inspired his own entrepreneurship.

Cybersecurity: Fears and opportunities for every adviser

November 17, 2017 | Runtime: 4:48

Phishing schemes and financial hoaxes put advisers and their clients in the line of fire everyday. Joel Bruckenstein, the godfather of FinTech, offers some solutions for every firm.

Crossmark's Rentfrow: Why should advisors care about responsible investing?

November 17, 2017 | Runtime: 4:41

There are lot of misconceptions when it comes to socially responsible investing. Crossmark's David Rentfrow debunks the myths and discusses opportunities for advisers.

Big trends in RIA acquisition

November 17, 2017 | Runtime: 4:33

Consolidation is continuing. Acquisitions and mergers are on the rise. Is there an AUM threshold that advisers need to reach for a practice to be viable? Captrust's Rush Benton offers some perspective.

The power of automation

November 17, 2017 | Runtime: 3:32

With good data and great workflow processes, advisers can outpace the competition. Junxure's Robert DeFrancis offers some strategies for success.

Why blockchain matters to financial advisers

November 17, 2017 | Runtime: 4:50

Lex Sokolin, a futurist and entrepreneur focused on the next generation of financial services, explains why every financial adviser should pay attention to blockchain and so-called cryptocurrencies.

WisdomTree's Maute: Developing elegant tech-enabled solutions

November 17, 2017 | Runtime: 3:49

Advisers need unique technology-enabled solutions in order to have more time to expand their practice, according to WisdomTree's Alisa Maute. What can be done today to create a more thriving business of tomorrow.

How to explain risk to a client

November 17, 2017 | Runtime: 3:48

Most investors know investing involves risks as well as rewards and that the higher the risk, the greater the potential reward. But there are different types of risk and some are easier to understand than others, says Kendrick Wakeman of FinMason.

 
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