Read: Topics: Business Growth, Business Value, Benchmarking, Valuation & Appraisal
In the past month it seemed like our inboxes and Twitter feeds exploded with articles on “robo advisors.” Not necessarily a new technology, these automated platforms are setting off some threat alarms in the financial services industry.
It seems robo-advising can’t be avoided, which shouldn’t come as a surprise in our world of evolving technology and “gotta have the next big thing,” “how can I get the most bang for my buck” mentalities.
I dove into as many of these articles as I could in order to compile a list of the ones I think offer the best insight into the rise of robos and how traditional advisors can meet the challenges they pose head on.
Topics: Business Growth, Industry News, Robo Advisors, Sustainability
Read: Topics: Organizational Structure, Business Growth, Sustainability
“Succession planning isn’t just about figuring out who’s going to take over when you’re gone,” says David Grau Sr., President and Founder of FP Transitions. “It’s about building a business that will support your long-term vision, and which will continue to serve clients even when you’re not around as much.”
Advisor.ca article "Succession Planning Can Boost Business" with insight and research from SEI and FP Transitions. Read the full article here.
Topics: Succession Planning, Business Growth, FPT in the News
Professional goals should extend beyond just earning a living during an advisors peak working years, learn how to perpetuate your income into the future.
Topics: Compensation, Business Growth, FPT in the News, Cash Flow, Sustainability