Future of Advice

Edmond Walters: Advisers need interactive client presentations

April 08, 2019 | Runtime: 1:32

Advisers need to move away from static reports, according to the founder of Apprise Labs, at the InvestmentNews Future of Advice roundtable.

Tricia Rothschild: Digitization will require clients to be comfortable sharing data

April 08, 2019 | Runtime: 2:26

Advisers will have to earn investor trust if they want relevant data, said Morningstar's chief product officer, at the InvestmentNews Future of Advice roundtable.

Mark Casady: Advisers need to delight clients and charge them less

April 08, 2019 | Runtime: 2:04

Clients are learning how to use fintech, said the founder of Vestigo Ventures, at the InvestmentNews Future of Advice roundtable.

RIAs finding new planning roles for annuities

April 08, 2019 | Runtime: 1:39

Advisers seeking solutions to act as bridge between accumulation and distribution, said Corey Walther, head of business development, Allianz Life Insurance Co. of North America, at the InvestmentNews Future of Advice roundtable.

Carolyn McClanahan: Aging clients need to be pushed to decide crucial financial moves

April 08, 2019 | Runtime: 1:22

Advisers will need to adjust their practices as baby boomers age, according to the founder of Life Planning Partners, at the InvestmentNews Future of Advice roundtable.

Advisers should be paying attention to these disruptive forces

April 08, 2019 | Runtime: 2:40

Experts weigh in on the disruptive forces that advisers are not talking about, but should be planning for today.

Ron Carson: Data can protect clients from their own bad decisions

April 08, 2019 | Runtime: 2:06

Data is the new world currency, according to the Carson Group founder, speaking at the InvestmentNews Future of Advice Roundtable.

 
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