Posts Tagged: firms

What one thing would you do to assure your firm is competitive for the next decade?

At the Icons & Innovators award ceremony held at the grand University Club in New York City I had the privilege of sharing a panel with lions of the industry: David Booth, founder of Dimensional Fund Advisors, Ken Fisher, founder of Fisher Investments, and Mark Tibergien, CEO of Pershing Advisor Solutions. The first question asked…

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Is Your Firm Hip to Tech?

Whether or not your firm is using technology to strengthen client relationships, consider this: 78% of U.S. adults feel digitally ready and very confident about using computers, smartphones, and gadgets, according to a Pew Research Center 2016 study. Digital adoption is no longer optional, it’s necessary. PricewaterhouseCoopers research suggests that 85% of clients use three…

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FinLife Partners is a dba of United Capital Financial Advisers, LLC.

All names, logos, and slogans identifying United Capital and United Capital’s products and services (including, without limitation, Honest Conversations®, Money Mind®, FinLife®, FlexScore®, Financial Control Scorecard®, FCS®, One Best Financial Life®, United Capital Private Wealth Counseling®, Ideal Life Index™, and FinLife Partners Powered by United Capital™, United Capital Financial Life Management™, Financial Years of Freedom™) are trademarks and service marks or registered trademarks and service marks of United Capital or its affiliates in the United States and/or other countries.