by Josh Lusk | Jul 9, 2015 | Financial Services, RIAs
Ninety-two million strong, millennials have become a force to be reckoned with. As the baby boomers phase out, RIAs need to make serious strides in understanding this up-and-coming group. The good news is that the opportunities are endless, especially considering that...
by Josh Lusk | Jun 17, 2015 | Financial Services
If you were to ask any business owner to name what has affected his/her company the most in the past five years, the answer would likely be technology. Looking at the financial services industry in particular, the impact of the digital transformation in this sector is...
by Josh Lusk | Jun 10, 2015 | ETFs, Financial Services
Social media has transformed the way people communicate with each other and how brands represent themselves. With today’s social tools, a reputation can be tarnished instantly by a spiteful client. We’re no longer judged as a book is by its cover, but rather by the...
by Josh Lusk | Jun 8, 2015 | Financial Services, RIAs
By 2025, it is estimated that women will control or manage approximately two-thirds of the country’s wealth. According to an advisor survey conducted by Charles Schwab & Co., private wealth alone, by 2020, is estimated to reach $22 trillion, and women are...
by Josh Lusk | Apr 20, 2015 | Financial Services, RIAs
April is Financial Literacy Month, timed around Tax Day when Americans are focused on money matters. With nearly three of every four adults acknowledging they would benefit from professional financial advice, firms are wise to draw attention to their services this...
by Josh Lusk | Mar 26, 2015 | Financial Services, RIAs
Late yesterday, the websites and Twitter feeds of both mainstream business and niche financial industry publications were blowing up with the news around yet another digital advice/financial planning and information company getting bought up by a more conventional...
