BrokerHunter Weekly Update 10/5/2021
October 5th, 2021
Don’t Call Us an RIA. No Offense.
by Lorenzo Esparza
What You Need to Know
- There's nothing wrong with RIAs, but there is a real opportunity for independent financial firms to do it a different way.
- Wealth management firms are being pushed to focus on developing their tech platforms to meet clients where they are.
- To provide a holistic wealth planning experience for your clients, it’s imperative that you have all the capabilities in-house to meet any of their needs.
It’s no secret that robo-advisors, do-it-yourself investing platforms, and financial technology players are disrupting wealth management as we know it. Some feel threatened by this.
Click here to read the full article on ThinkAdvisor!
Panel Discussion and Q&A: A conversation with one of Robinhood’s Customer Experience Site Leaders and a Customer Experience Representative who will share what it’s like to scale and join their rapidly growing team. They’ll also detail how they create an inclusive and welcoming work environment with lots of opportunities for growth.
October 20th - Click here to register!
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