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3 Ways to Boost Your Services — and Your Advisory Fees

Added on April 2024 in Form an RIA
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SummaryThe fee-for-service model has emerged as a mainstream opportunity for advisory firms to attract next-generation clients, a previously untapped client market, according to a report from AdvicePay. The report suggests three ways that advisors can incorporate fee-for-service financial planning into their larger practices and appeal to new clientele.

 

Compliance should be a conversation

Added on February 2024 in Form an RIA
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Summary: Maintaining an open dialogue lets advisors and the compliance team work through concerns together, finding solutions rather than confronting roadblocks.

Fintech launches annuities platform

Added on January 2024 in Form an RIA
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Summary: Fintech Flourish has rolled out a platform that will make it easier for registered investment advisors to provide fee-based annuities for their clients.

Thinking of going independent? How smaller RIAs can win despite disruptive tech

Added on December 2023 in Form an RIA
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Summary: Despite current economic challenges, together with the disruptive impact of technology including artificial intelligence and embedded finance, the business development director at Advisory Services Network sees great opportunity.

RIAs are hiring, but most are also investing in existing staff, Schwab finds

Added on December 2023 in Form an RIA
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Suimmary: RIAs have been bolstering their head counts this year, but not quite at the same pace seen in 2022 – and they’ve been increasing compensation and perks to help attract talent.

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