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The Latest In Financial #AdvisorTech (June 2024)

Nerd's Eye View

Welcome to the June 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

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Key Trends and Concerns for Investors in 2025

WiserAdvisor

According to Deloitte’s Center for Financial Services, generative AI tools could become the primary source of investment advice for retail investors by as early as 2027, with usage expected to soar to 78% by 2028. However, it is important to note that this does not mean you no longer need a financial advisor.

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What Is a Fiduciary?

Carson Wealth

CFP ® , Director of Consumer Investment Research  Being a fiduciary is holding a duty to a client that a financial advisor will act in the best interests of the client rather than the best interests of the advisor, the advisor’s employer, or any other entity. This may sound simple. Craig Lemoine, Ph.D.,

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10 Best Investment Companies in 2023

Good Financial Cents

Best for: Any and all investors Schwab is the largest retail investment broker in the world, and there are plenty of reasons why. The investment service includes access to dedicated financial advisors and assistance with managing your employer-sponsored retirement plan. Key Features: Access to dedicated financial advisors.

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Are Alternative Investments the Key to Diversifying Your Portfolio?

Fortune Financial

Commercial properties, such as office spaces or retail buildings, can offer higher potential returns. Each of these alternative investment options offers its own set of risks and rewards. Assess Risk and Return Profiles Consider your investment goals, risk tolerance and time horizon.

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Are Alternative Investments the Key to Diversifying Your Portfolio?

Fortune Financial

Commercial properties, such as office spaces or retail buildings, can offer higher potential returns. Each of these alternative investment options offers its own set of risks and rewards. Assess Risk and Return Profiles Consider your investment goals, risk tolerance and time horizon.

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9 Ways For Flipping Money: Make Your Money, Make Money!

Clever Girl Finance

This is an example of a resell money flip (also known as retail arbitrage). Looking for good deals from retailers can be a bit like treasure hunting. You can choose a traditional financial advisor or planner to manage your money. These financial professionals take day-to-day management of your investments.