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James Gallardo

Research Associate

James Gallardohttps://www.investmentnews.com/apps/pbcsi.dll/persbilde?Avis=CI&ID=jgallardo&maxw=220&cci_ts=20190825195831

Recent Articles


Client longevity is advisers' top retirement planning concern

Jul 8, 2019

But clients may be underestimating the possibility of longer lifespans when they're planning for retirement


62% of firms plan to adopt new client-facing technology this year

Apr 12, 2019

New benchmarking data highlight independent advisory firms' intention to invest in their digital client experience


Independent advisory firms plan to increase digital marketing budgets this year

Mar 15, 2019

Only 29% of firms currently use digital marketing solutions, but many intend to spend more


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