1. Seven Free Consumer Financial Apps That Represent A Hidden Competitive Threat To Advisors Serving The Mass Affluent
(Matching tags: new investors,business strategy,technology,Advisor businesses,profession,strategic planning,online financial advice,competitors,prospects,investment advisors,asset management,Financial Planning Apps)

For financial advisors tracking the growing competition from consumer finance apps, here’s a roundup of seven free personal finance apps and a fuller explanation of why these types of apps pose a ...

2. Financial Advisor Designation Proliferation Is A Disaster For Consumers And Retirement Management Analyst Designation, A New Designation Sponsored By Product Manufacturers, Illustrates The Threat To Professionals
(Matching tags: retirement planning,prospects,Wealth Management,financial planning,marketing,retirement income)

“Retirement Management Analyst (RMA) Designation Expands Into Level 1 Curriculum and Level 2 Curriculum,” says the headline of a press release issued this morning by the Retirement Income Industry ...