Ric Edelman Thinks the Future is Coming Faster than you Think
Below is an excerpt from a WealthManagement.com article. This article discusses the tremendous impact that technology is already having, and will increasingly continue to have, on the wealth management industry.
“[We find that] most of the advice advisors have been giving clients is antiquated, obsolete and invalid for the lives their clients are actually going to live in the next 20 years,” Edelman said.
On the most-recent edition of “Walk the Talk,” Bloomberg’s Jordyn Holman discussed Goldman Sach‘s diversity initiatives with Bloomberg’s Scarlet Fu and Lisa Abramowicz on “Bloomberg Markets.” Approximately 40 percent of entries into...read more
Frank Paré is the 2018 President of the Financial Planning Association and president and founder of PF Wealth Management Group in Oakland, California. Paré wrote a noteworthy op-ed for FinancialPlanning on what the industry can gain from fostering and prioritizing...read more
Earlier this month in Fort Lauderdale, Florida, students from across the nation competed in the inaugural student fintech competition at the T3 Advisors Conference. According to Financial Planning, the knowledge of fintech is becoming increasingly more important as,...read more
Latest posts by Tricia Baxter (see all)
- A Road Map for College Women Pursuing a Career in Wealth Management - October 9, 2017
- 2017 MMI/Barron’s Industry Awards – Doing Good Award recipient - October 5, 2017
- Five Reasons Women Are Taking The Lead In Financial Planning - August 14, 2017