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Fall Reading List: 5 Books Recommended by Financial Advisors for Financial Advisors

Posted by Moira Do on 10/8/19 1:15 PM

 

If you’re the type that cozies up to a good business book, below we outline an essential Fall reading list – put together by Financial Advisors for Financial Advisors. Our recurring series the “Advisor Spotlight” asks Vanderbilt Advisors to share books that have helped shape or influence their practice over the years. Below are just a few of our favorites:

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Topics: Financial Advisors, Impact Investing, Jed Emerson, Financial Literacy, Reading List

3 Reasons Why Robots Will Not Replace Human Advisors in the Financial Advice Industry

Posted by Moira Do on 10/1/19 12:06 PM

 


Automation has given rise to Robo-Advising, a new technology that uses algorithms to aid in investment decisions, including those related to impact investing. What is an algorithm, and how does it offer financial advice? An algorithm is a process or set of rules to be followed in calculations or other problem-solving operations, usually done by a computer. In financial services, a Robo-Advising algorithm is mainly used for non-complicated portfolio management. Clients can choose from a wide range of companies and services with a lower minimum initial investment than most traditional financial advisors. The account fee is low to zero, which attracts a large swath of clients who typically find an advisor’s fee as a cost-prohibitive barrier. As this technology becomes increasingly popular, there have been talks about the replacement of the human financial advisor.

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Topics: Financial Advisors, Artificial Intelligence, Robo-Advising, Automation, AI, Robo-Investing

The Professor and Lifelong Learner

Posted by Kimberly Wynne on 6/28/19 10:00 AM

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Topics: Financial Advisors, Retirement Planning, The Advisor Spotlight

An Innovative Advisor focused on Impact Investing

Posted by Kimberly Wynne on 5/31/19 4:15 PM
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Topics: Financial Advisors, Impact Investing, The Advisor Spotlight

The Five Reasons Smaller Broker Dealers Can Grow Your AUM

Posted by Steve Distante on 4/11/18 4:16 PM

Passion is essential for growing your business as an advisor, but most broker dealers don’t exactly support that vibe. In fact, the protocols in place at many of the larger broker dealers are a de-motivator that stifles even the most passionate advisor’s enthusiasm.

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Topics: Financial Advisors

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