Today's investors have a lot of choices. Find out how become the best one by offering clients and prospects an elevated experience. Hint: It will take the right support, which means finding a partner who prizes open-minded agility, offers senior-level access, respects your time with efficient answers and serves up expert technology.
Christopher Haigh, founder and CEO of Iconoclastic Capital, isn't afraid to speak his mind — or to change his burgeoning firm's tech stack when necessary.
Americans are searching for financial advisors at record levels, reflecting growing market uncertainty and opportunity for advisors to attract new clients.
Also this week, Wells Fargo recruits from LPL, RBC and TD Private Wealth, and Corient moves overseas in a deal that doubles its AUM.
The technology can sift through large data sets at a rapid clip, which means advisors need to be proactive about documentation, self-examination and implementation of AI as infrastructure.
Merrill and Bank of America Private Bank seeks niche private equity opportunities for its ultrawealthy clients, while Goldman looks to retirement savers and Wells Fargo to everyday investors.
Though one study recently found that 78% of hiring managers said they expect AI use will lead to layoffs of recent graduates, advisors say plenty of on-ramps into wealth management will remain — they just might not look the same.
