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James Gallardo

Research Associate

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

Recent Articles

OldManScam-Main

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

ClientsthumbsupIllo-Main

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

Techsocialdigitalmobile-Main

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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