Commentary, News, Insight

Our most recent Adviser Next10 Initiative topic highlights recent FinTech innovations that have had a significant impact on advisory practices, including robo-advisors, and discusses ideas for integrating them into your business.

Earlier topics include your feedback on the Department of Labor’s Fiduciary Rule, responding to The Next Wealth Generation, and a look at Changing Compensation structures.

Earlier this summer, we introduced the Adviser Next10 Initiative by Palladiem, a collaborative effort designed to bring together practitioners and advisers to contribute ideas and discuss the key issues or topics that are poised to impact financial advisers over the next decade.