From Financial Planning
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Summary: Finding a niche can help planners build their businesses — but advisors looking to serve female clients better may need to be careful how they use that term.
From WealthManagement.com
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Summary: If you’re like me, you see dozens of articles every week that prescribe ways for advisors to more effectively get their message across to prospects. Well, here’s another one.
From WealthManagement.com
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Summary: Advisors looking for ways to connect their investor clients with startup funding, including angel investing have a new option. Investors and advisors interested in creating a special-purpose vehicle now have an automated SPV formation and management product available to them, according to the Miami Herald. Founded by Herwig Konings and Mario Pazos, Digital SPV won a South Florida fintech competition and has received $1 million in commitments, with plans to add more than 500 users by the end of the year.
From InvestmentNews
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Summary: Since Wealthfront launched Federal Deposit Insurance Corp.-insured high-yield savings accounts in February, the digital adviser said clients have deposited more than $1 billion, generating $2.5 million in interest. With that success, Wealthfront is increasing interest rates on the cash accounts to 2.29%.
From WealthManagement.com
Added on April 2019 in Form an RIA
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Summary: Some independent broker/dealers, offices of supervisory jurisdiction (OSJs) and registered investment advisors market their advisors as “independent." But executives on the fee-only RIA side of the business say breakaway brokers are being sold a bill of goods when they join these models.
