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Wealth Management Industry Trends for 2016

I was browsing the news the other day and came across several articles from ThinkAdvisor and Financial Planning Magazine, talking about the wealth management industry trends that will define 2016. As a former Financial Advisor, it sparked my interest, and I put together the most important ones. I wanted to share this with you and hear your thoughts on it.…

robo-advisors

  It wasn’t long ago that financial advisors had privileged technical access to markets. An advisor, or broker as they were more commonly known, was a conduit between the seemingly arcane world of exchanges and retail investors. Trades were executed by a proprietary trading desk that took wire orders (or even paper slips!) from the brokers. Even then, the technology…

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