Blog Articles

Remember the days, on the floors of convention centres across America, when whispers of impending robo-advisors sent shivers down the spines of the financial industry? The visions of half human, half machine Schwarzenegger-esque robots, loomed ready to pounce on your clients and ...

2016 is slowly coming to an end and 2017 is just around the corner! Events occur everyday and changes are happening every minute. As we reflect on 2016, there will be some changes moving into 2017 that may have an impact on financial advisors.