I recently had the pleasure of hosting a webinar with Matthew Jackson and Bob Veres on their white paper, The New Frontier in Wealth Management, in which they discussed the evolutionary differentiators that will set apart the firms of tomorrow.

In business, it’s often said that if you don’t innovate, you’ll be left behind. Now more than ever, financial advisors are having to face that truth.

People aged 45 and younger, those who are often referred to as “Next Gen” and include the huge millennial cohort, will in the future offer enormous growth opportunity for financial advisors.

Andrew Altfest, president of Altfest Personal Wealth Management, on three tips to using the technology to automate the front office and make other improvements to combat robo advisers.