…and some more research indicating that robo-advisers are not going to entirely replace advisers any time soon…
Information, ideas, tips…the articles for professional advisers which I spotted this week that generate fresh thinking or a deeper understanding of issues are provided here as a quick readers digest for professionals who are looking ahead.
These are the highlights from the week that you should stop and read, as they are the best I’ve seen.
There is so much good information for professional services made available each week, much of which I share, that it is very easy to forget to pause and reflect.
Each week I select the best handful and give them Tony’s BIG Ticks as being the ones that made me pause and reflect, or think further. They are sometimes thought-provoking, perhaps insightful, maybe a great sales or marketing idea or sometimes just incredibly topical.
Good news in a challenging year:
“Investors are keen to expand their advice relationships and their use of a variety of product solutions, according to a new report from Cerulli Associates. This is especially true of those younger than 50…”
A succinct article outlining some of the great shifts driven by consumerism, technology and the abundance of information and their impact upon the insurance world…
hhhhmmmm….maybe advisers have not been quite as quick adopting communciations tech as they think…and almost certainly not as quickly as many consumers wish….
“…a new academic study suggests that client emotions can have a stronger impact on risk tolerance than other variables such as age, gender and income..….”
But we knew that, didn’t we?