Feelings Matter

If you are not sure how you feel about the economy, you at least take the temperature of your peers. A group of advisers is becoming the financial world's answer to the Nielsen families resulting in the Advisor Confidence Index.

Training Places

Training and education technology that has been de riguer in other industries is just now making an appearnce in financial planning. In a regualted business for which one new regulation is promulgated every seven days, access to training can be vital.

Less is More

A survery of more than 5,000 reps from LEL financial services reveasl a curious trend. Increasingly, planners want fewer, not more customers. Why? Because, in the ver popular high net worth space, less is more.

Account Aggregation Software

Is software that lets investors, and their advisors see all of thier accounts, no matter where they might be custodied a good thing or a bad thing. It's probably a good thing for everyone, and may just turn wealth management services on their ear someday.

1 2 3