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Put podcasting on the to-do list for 2020

Added on January 2020 in Other Ideas
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Summary: Podcasting as a marketing and messaging strategy might not be right for every financial adviser, but that doesn’t mean every adviser can’t give it a shot.

Year in Review: 2019 Subscriber Infographic

Added on January 2020 in Other Ideas
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Summary: In 2019, we reported on our annual subscriber data to provide insights to advisory firm principals as they refine their firm's succession and strategic growth plans. A completed RIA Match profile includes comprehensive information from up to 72 data points. This aggregated data offers insights from over 5,100 subscribers. Download the Subscriber Infographic where we provide a snapshot of the advisor types, trends and goals. Be curious and communicate with your matches!

5 Ways Advisors Can Stay Ahead of the Competition

Added on January 2020 in Other Ideas
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Summary: The advisory business is moving quickly these days with mergers and acquisitions, new technology and growth of assets under management. In a new white paper, Morningstar and Mercer outlined five 2020 trends wealth management firms and family offices can’t miss to make sure they differentiate themselves from the competition.

The latest in financial adviser fintech — December 2019

Added on January 2020 in Other Ideas
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Summary: Welcome to the December 2019 issue of the Latest News in Financial Adviser #Fintech — where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors and wealth management!

Looking back on a year of great progress for our industry

Added on December 2019 in Other Ideas
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Summary: When we look at back at the biggest changes in our industry’s regulatory and legislative landscape in 2019, the headline items will no doubt be the SEC’s Regulation Best Interest and passage of the SECURE Act.

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