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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.…


  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…