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Summary: TD Ameritrade put the competitive pressures tied to robo-advisors and other technology left, right and center at its LINC 2018 RIA conference this week in Orlando. Industry leaders highlighted the power and threat of technology and how to address these trends in the advice business.
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Summary: Having grown up in successive but very different eras, millennials — people ages 17 to 37 — and Gen Xers, ages 38 to 52, can harbor different concerns and perspectives around investing.
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Summary: Like the movie "Groundhog Day," where weatherman Phil Connors (Bill Murray) is trapped in a time loop, many small or family-run businesses can repeat the same planning mistakes over and over, according to Jim King, who is an owner and wealth manager at Balasa Dinverno Foltz.
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Summary: With so much choice in terms of business models and affiliations, advisors have little excuse to stay at a firm that no longer serves their clients or their careers in a way that’s anything short of optimal. Yet the day-to-day of business and relationship management often takes priority, and few rarely stop to take a closer look at their firm.
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Summary: It’s hard to believe that it’s been 5 years since we launched RIA Match. Our last blog focused on the importance of ‘Being Curious’ – a key trait we found among our most active and successful subscribers. In this blog, we focus on our own curiosity themes that we’ve seen between the buyer and seller relationship over the past 5 years and some key takeaways:
