Millennials grew up in a different world than the Baby Boomer and Gen X generations. Their experiences are very tech based but not dependent. They want what everyone wants – great service at the right price. Information is not the holy grail but rather knowledge and wisdom scrapped from that information. All companies need to learn about the younger generations perceptions of their products and services. They will have real buying power shortly. Read more...
Most advisors wait for the rollover to manage clients’ largest asset. Absolute Capital CEO Brenden Gebben explains how his firm’s front-door authorization model allows advisors to access and manage held-away 401(k) accounts while clients remain employed—without credential sharing. As custodians crack down and regulators tighten oversight, the distinction between authorized access and workarounds has never mattered more for building scalable, compliant practices.
"SMArtX is kicking off the new year with new products available on the manager marketplace. These help to expand our offerings and provide advisors with a comprehensive and diverse marketplace to meet their specific needs."