Here’s a look at the Top 11 Most Viewed Articles of the Week on Advisorpedia , June 27 - July 1, 2016 . Click the headline to read the full article. Enjoy!
The decision to leave the EU is a tremendous one for the British people. The UK accounts for 13% of the EU’s population and about 15% of its economic output. To put this into perspective, Brexit would be akin to the entire Northeast region of the United States, including the financial hub of New York, choosing to secede from the union because they pay a lot more in taxes to the center than the benefits they receive in return. —
Dr. Sonu Varghese The world is dealing with deflationary deleveraging issues. A British exit from the EU may compound those issues marginally, but at the end of the day does not materially change things. Growth has been and will remain modest, and global central bank policy support will remain in place with or without Brexit. — Krishna Memani
British PM David Cameron's spectacularly ill-conceived referendum on EU membership is highly unlikely to lead to actual Brexit. Here are ten reasons why. —
Keith Williams“It is obvious that the economies of EU member states are falling behind those of other high-income countries, falling behind consistently, and by a significant amount. Too much regulation must be the main explanation.” —
F rank HolmesBritain has two years after notifying the EU of its intention to leave to negotiate its exit with policy makers, so we can expect the markets to remain volatile for some time. Why all the fuss? —
Rick KahlerOne way to tackle this objective is to build a new service offering that leverages Robo technology and helps Millennials start saving for the future. Whether you revere or detest them, Robo platforms are proving their worth as a low-cost alternative to comprehensive investment management. —
Bill AchesonIf you look at the client/advisor lifecycle, there is no doubt that the first year is the most important. Typically, advisors work their hardest in the first year, as they are gathering data, organizing clients’ financial lives and creating a financial plan. It is not uncommon to spend 30 or more hours devoted to each client’s financial future in that first year. —
John AndersonAutomation has arrived in wealth management. However, as asserted by Accenture in its recent report, Technology Trends 2016, the only way to take advantage of the benefits offered by digital technology and workflow automation is to invest in people. —
L inda DingWhile the above seems obvious, given the blank stares we get when we talk about prospecting, we have come to realize that a huge hurdle for many advisors is understanding that in order to grow their business, they have to do a lot more than be great advisors or portfolio managers – they have to be great sales people. —
Paulette Filion and Judy ParadiOver the past 20 years, the Wealth Management industry has undergone an incredible transformation and Capgemini has been right there tracking the growth of the market and keeping abreast of the key trends. Yet, many of the challenges firms have faced in the late 90's still exist today. —
Bill SullivanIt’s not a new concept: try to bet on the winner, hopefully come home with the cash. When talking about investing, Warren Buffett has said it best: “It’s better to buy a wonderful company at a fair price than a fair company at a wonderful price.” The challenge, of course, is twofold. —
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