Mike Walters at USA Financial has started a practice management podcast. As always, it's enlightening. In this episode, he takes a look at staffing, thinking past the great resignation into what is being labeled “The Great Gloom." Is remote work killing your team? Or is the office the problem?
A bear investor tends to believe that prices will drop while a bull in the stock market tends to believe prices will rise. Whether you’re in a bear or bull market, the financial world is a dynamic and ever-changing landscape, shaped by centuries of human ingenuity and adaptation.
Growth-focused Registered Investment Advisors (RIAs) have had to adapt quickly to remain competitive. Whether it was the overnight shift to remote work and digital communication with the pandemic, the continued white-hot M&A activity, or the uptick in client expectations, advisors have been forced to stay nimble.
Japan has been one of the most unloved equity markets in the world for decades—it’s been a pariah of sorts. Investing is about what happens in the future, not what happened in the past. And many investors are turning a curious eye toward Japan.
How do we return the human advisor to a high-tech operating environment and not simply replace us all with robot systems? We believe we’ve found the answer. Let's look at how UX is putting the "I" back in RIA by training the robots to learn from YOU instead of the other way around.
SMArtX was recognized for its dynamic model marketplace innovation, which features a comparison tool to assist in finding overlap between an existing portfolio and a third-party investment strategy, as well as its rebalancing systems.
“I’m enthusiastic about Natalie joining Orion. Natalie shares our vision for empowering financial advisors so they can serve their clients more effectively,” said Eric Clarke. “She has my full support and I’m committed to managing a smooth transition for our clients and team members."
