From Think Advisor
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Summary: 2018 was a very mixed year for the wealth management industry. Client assets fell 2.1% overall to $23.7 trillion — the largest decline in over a decade — due to the drop in the stock market, but the drop-off was uneven and the number of advisors rose less than 1%, according to a new report from Aite Group.
From WealthManagement.com
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Summary: If we go by net new assets (and stripping out market growth), how much is your firm actually growing? If you look at most industry benchmarks, top RIAs are growing by more than 15%. If you are not growing by that amount, why not?
From InvestmentNews
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Summary: We break down the data by firm, assets and advisers.
From Think Advisor
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Summary: Employment may be up, but with wages still under pressure and the cost of living continuing its steady upward climb, newly minted graduates would be well advised to stack the deck in their favor when launching their new careers.
From WealthManagement.com
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Summary: With new innovations happening each day, it can be difficult for advisors to find technology that balances their need to maximize their efficiency and brand with the need to perform routine due diligence.
