Advisors can compete against robo-advisors by allowing clients to co-create the financial planning process, by providing high levels of customization, and by specializing in specific advisory services. So reports CNBC.
Many advisors risk losing assets because they have failed to establish relationships with their clients’ wives. So reports The Street.
LPL is now offering advisors administrative support through workers in its Charlotte and San Diego offices who conduct functions such as opening new accounts. So reports Financial Advisor.
In a new study by Charles Schwab, 52% of employers say they either provide financial wellness programs or are seriously considering doing so, reports Benefit News.
Carl Richards of Park City, Utah, has launched the Society for Real Financial Advisors, which is a website dedicated to helping advisors better serve their clients. So reports Wealth Management.
Page 1 of 73