The advice game is changing. Capital is flowing to new contenders, and advisers need to pay attention to some critical macrotrends or get left behind.
At this week's T3 conference, digital disruption evoked both fear and complacency. The mere fact that you're human being isn't a sustainable competitive advantage. But that's not the whole story. Can robo-advisers be defeated, and should they be?
By 2020, the majority of wealth management will probably still involve real, live wealth managers, but the rise of the "robo-advisers" continues. Are you ready?
Technology has vastly improved transactions in our industry, but JP Nicols says we also need it to improve relationships.
Since my Sept. 18 post, “Financial technology trends advisers can’t afford to ignore,” I have been in a…
But executives think that by 2020, the majority of wealth management will still involve real, live wealth managers.
The days of the one-on-one client/adviser relationship are not coming to an end but they are changing. And changing fast.
