By Joel Bruckenstein
Source: Financial Advisor magazine
Over the last several months, I’ve traveled thousands of miles, met hundreds of advisors and spoken with numerous representatives of custodians, broker-dealers and software vendors. Although I’m generally rather upbeat about the future of this industry, there are some things that concern me about current affairs. While I’m not predicting Armageddon or anything close to it, I do believe that individual advisors and organizations that fail to address these issues will lose opportunities at best and suffer consequences at worst.