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Trends in high-performing financial adviser teams
“Mega teams” with the scale to grow, greater diversity, sophisticated tools and the flexibility to adapt to any environment will lead the way.
Failure to overhaul cybersecurity for remote work creates regulatory risks
Firms scrambling to enhance their policies and procedures should focus on the three most common weaknesses — device security, software vulnerabilities and data privacy.
Buckingham’s Hartman on pros and cons of remote work
The president of the $16 billion RIA told attendees at the InvestmentNews Women Adviser Summit that that it's too early to guess when things will get back to normal.
Get ready for a breakaway stampede in 2021
The events of the past year have set in motion several factors that have contributed to a surge of pent-up interest in breaking away.
RIAs are warming up to remote work
Financial advisers are embracing a more virtual form of communicating with clients and colleagues to the point where most don’t expect to ever go back to sitting behind a desk in a traditional office.
The new normal for RPAs post-pandemic
In the wake of the pandemic, RPAs will need a fully integrated technology stack to leverage the convergence of wealth, retirement and benefits at the workplace.
Remote workers more likely to open managed accounts: Morningstar
The Morningstar study examined saving, investing and wealth differences between typical in-office employees and remote workers. The latter tend to be older and more highly compensated, both of which correlate with different investing habits.
Wishing you a successful new year
Given all that happened last year, many advisers are coming up with different metrics for success in 2021
How IN’s new fintech reporter tackled the beat — virtually
Starting a new job amid a pandemic, I’ve had to rethink how to thrive, virtually, with technology as my trusty tool to succeed
How is your team doing?
The single greatest risk facing employees right now may be mental health, and leaders can do a lot to institute a healthy work-life balance
Working at home may affect state taxes, says AIPCA
Survey finds that 55% of those who have worked remotely are unaware of the possible tax effects
Lessons from 2020: New InvestmentNews surveys
InvestmentNews will introduce a series of short polls to gather adviser learnings and sentiments around 2020
Brokerages push to extend delay of on-site inspections
Remote oversight is starting to change the concept of supervision
Tech spending on digital marketing is just the first step
Firms that find the most success are those that have engaged and nurtured a community for years
Financial services embraces technology in adapting to remote work
Some firms said they will never go back to the way things were before the pandemic
Financial planning evolves beyond investments in a COVID-19 world
From working remotely to minding mental wellness, advisers adapt to the new normal
