During hectic weeks that feature more time spent with PowerPoint and spreadsheets than in actual human conversation, the little moments really resonate.
And this week I had a moment like that thanks to Jack Sharry and Dani Fava, when they reminded of the great stories that so often underlie tech development. In short, during a meeting, Jack mentioned his podcast, and I looked it up and listened to the episode with Dani. On it, Dani shared her back story, which is a classic tale of necessity being the mother of invention.
TL;DR: She hacked a tech solution to her responsibilities in her first job, and that creativity led to an unnerving call that turned out to be opportunity calling. And that launched her career.
So why did this resonate? Because her story is like so many stories that are behind the tech solutions of today, which are feeding the solutions advisers will lean on tomorrow. And it happened during a conversation when we were planning our Future of Advice conference coming this fall.
The insights from this conversation, and the forward-looking attitude of these two wise partners, make creating this agenda an exciting prospect. And it’s the idea that someone is out there today, hacking a creative solution that will become the next new tech, that makes this an exciting time to be in financial advice.
Research reveals a 4% year-on-year increase in expenses that one in five Americans, including one-quarter of Gen Xers, say they have not planned for.
Raymond James also lured another ex-Edward Jones advisor in South Carolina, while LPL welcomed a mother-and-son team from Edward Jones and Thrivent.
MyVest and Vestmark have also unveiled strategic partnerships aimed at helping advisors and RIAs bring personalization to more clients.
Wealth management unit sees inflows of $23 billion.
Deal will give US investment bank a foothold in lucrative European market.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
