Welcome to the first issue of WealthManagement, formerly REP. magazine.  We’ve written elsewhere about the reason for the change: It moves the print edition in closer alignment to our digital home at WealthManagement.com, where all this conten...

What's in a Name?

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Over the next 25 years, our industry will learn to see technology not as a disruptor but as an ongoing opportunity to improve our clients’ lives. There’s no question about it in my mind: We’ll be better able than ever before to connect with indiv...

When I was on an airplane recently, I saw a 2-year-old trying to make the picture on the TV screen bigger by swiping her fingers across the screen. She wasn’t quite sure why it didn’t work the way she was accustomed to. Futurists have all sorts o...

When I think back to where I was in the late 1980s, some memories feel like a lifetime ago, while others are as fresh as if they happened yesterday. I can vividly recall sitting at the trading desk of an investment advisory firm, learning as much...

Change and Opportunity

At Raymond James annual Women’s Symposium last week, women advisors met to share ideas and stories on how to succeed in the business today, touching on themes like the need to build confidence, help each other be successful, lean in and...

Middle-Class Financial Advice

As part of our #FiduciaryFriday series this month, we asked the Institute for the Fiduciary Standard's Knut Rostad to provide his thoughts on where the Securities and Exchange Commission's fiduciary efforts stand. Rostad finds there is a...