Intelligence

Key Trends Impacting the Financial Advisory Market In the Second Half of ’17

Schwab’s most recent earnings report highlights key trends in the financial advisory arena, especially the advance of robotics, the trend of IRAs going “independent” and client portfolios “swelling.” I need financial experts to pinpoint the most important trends they see in the advisory sector for the second half of 2017, and why. Are the trends highlighted by Schwab the biggest trends? Why or why not? What other key trends are moving the needle among financial advisors and why?