Gillian Albert
Gillian is Director of Client Services at InvestmentNews.
Gillian is Director of Client Services at InvestmentNews.
Cybersecurity is an existential issue for advisory firms because a breach involving loss, theft or misuse of client data could spell the end of the business. Ironically, while technology spawned the cybersecurity issue, technology is not the solution for managing it.
Greater adoption of technology is the only way advisors will be able to profitably satisfy the demands of tomorrow's clients. Ironically, though, the latest tools will be successful only if they meet an old-fashioned, yet timeless, goal: delivering high-quality, personalized financial advice.
Focusing on how technology can help advisors and their firms succeed as the wealth management business evolves, this piece outlines how the fastest-growing and most productive advisory firms leverage technology and practice management strategies.
It starts with understanding your ideal clients.
Learn how and why one advisor decided to make the move to independence, and how his business fared.
The decision to go independent as a Registered Investment Advisor (RIA) is not one an advisor makes lightly. Megan Gorman explains her route to becoming the founding partner of Chequers Financial Management in San Francisco, California, and what independence means to her.
From home consoles to sold-out stadiums, gaming and eSports have seen a meteoric rise.
This white paper focuses on the real conversations that clients would like to have with their financial advisers to make their relationships more meaningful — and ultimately more personalized and productive.
Expense ratios are just the tip of the iceberg—other costs can have a material impact on an ETF's ability to help you achieve your investment outcomes. Consider three types of costs when selecting an ETF.
Apex Clearing CEO Bill Capuzzi talks about how a rising class of millennial investors is reshaping wealth management and the implications for the future of digital wealth.
