It’s no secret that the wealth management industry is undergoing a steady migration toward the independent RIA model that is dramatically reshaping the way financial planning gets done. Blaine Aikin will share his views on where the profession should be heading sharing his experiences at Fi360, the CFP Board and the international Financial Planning Standards Board where he studied the changes evolving in 27 territories around the globe.
RIAs are not tied to any broker dealer which means the advice is truly objective, no proprietary products. What is offered is service!
WIth so many options, it is nearly impossible to get started selecting your tech. Which technology offerings are really worth the investment? What tools will be fundamental to running your business? How do all these tools work together?
Approximately 25% of advisers are now turning to TAMPs for portfolio accounting and reporting to allow them more time for client advice.