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Investors Sought Out RIAs in 2018 Amid Market Volatility, Latest TD Ameritrade Institutional Survey Says

Added on January 2019 in Other Ideas
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SummaryLooking ahead, RIAs expect the growth trend to continue. Advisors are approaching 2019 with their usual pragmatic optimism, keeping the daily market drama in perspective. They say that U.S. interest rates, corporate earnings and international trade issues are what matter most to client portfolios.

Warning to Advisors: Your Clients Don't Always Listen to You

Added on January 2019 in Other Ideas
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 Summary: In explaining the conflicting findings of a recent survey of advisors and investors who have—and don’t have—advisors, John Diehl of Hartford Funds didn’t hesitate to address the elephant in the room: Are we in the early stages of a significant market pullback? Should advisors merely send palliative messages to clients on how markets can go up or down, if they communicate at all with their clients?

United Capital Launches Mobile App for Investors

Added on January 2019 in Other Ideas
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Summary: United Capital said Wednesday that it has enhanced its GuideCenter web portal to offer a mobile app so that clients have direct access to their advisors and can track their financial goals.

10 things financial advisers should never say or do to millennials

Added on January 2019 in Other Ideas
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Summary: There are some things that advisers just shouldn't say to millennials when they are discussing financial planning, according to Douglas A. Boneparth, president and founder of Bone Fide Wealth and co-author of “”The Millennial Money Fix”.
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RIAs saw 18% growth in assets and revenues in 2018, TD Ameritrade survey finds

Added on January 2019 in Other Ideas
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Summary: Registered investment advisory firms, on average, increased assets and revenues by 18% in 2018, according to an annual survey of RIA sentiment conducted by TD Ameritrade Institutional. The firm cited market volatility and investors' preference for independent advice as key drivers of the gains, noting that 63% of advisers are somewhat or very optimistic about the economy for 2019 and 47% expect stock prices to rise.

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