From InvestmentNews
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Summary: It's time for a better valuation method for wealth management. Most criteria today rely on objective data points — assets under management, number of accounts, product mix or fee-based revenue. They're important measures for sure, but limited in their ability to accurately predict the potential challenges and opportunities facing the practice.
From InvestmentNews
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Summary: After a couple of years of decelerating revenue growth in the Registered Investment Advisor (RIA) industry, it's easy to get excited about the topline results revealed in the 2018 InvestmentNews Study of Pricing & Profitability. Firms in the study reported revved-up median revenue growth of 11.7% in 2017, compared with 5.0% in 2016 and 6.9% in 2015. When you couple such heady growth with profit margins that hover around 25%, it's easy to conclude that the industry's growth engine is running smoothly and firms should stick with whatever they're doing now. The message would seem to be: “If it's not broken, leave it the heck alone.”
From InvestmentNews
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Summary: Though brokers say cybersecurity is one of their top priorities, the Financial Industry Regulatory Authority Inc. says it still sees a lot of problematic practices at firms.
From WealthManagement.com
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Summary: Our decades of research created a foundation that enabled content marketing to come to life for the Oechsli Institute, long before it was labeled as such. We had useful information about the affluent and financial advisors, and we gave it away in articles, white papers and speeches.
From RIA Match
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RIA Match celebrates nearly 5,000 subscribers, the launch of our newest service, RIA Match Concierge Jump Start and the complimentary promotion of your My Story profile.
We look forward to serving our Advisor Community in 2019. We wish you continued success in the New Year!
