From Financial Planning
Added on December 2018 in Form an RIA
0 visitor like this article | Viewed 5017 times | 0 comment
Summary: A common misconception in the RIA industry is that COOs add to a firm’s expenses but do little to boost the firm’s revenue.
From WealthManagement.com
0 visitor like this article | Viewed 4375 times | 0 comment
Summary: Let’s face it, just starting your firm took a lot of hard work and it certainly doesn’t get any easier as you’re continuing to grow it. You are responsible for everything, the decisions, the revenue, and, of course, the expenses. Basically, it’s all on your shoulders and failure is not an option.
From ThinkAdvisor
0 visitor like this article | Viewed 3790 times | 0 comment
Summary: Folio Financial says it has rolled out a new robo-advisor platform for both financial professionals and investors that includes tools for goals-based financial planning and specialized portfolio building.
From InvestmentNews
Added on December 2018 in M&A Issues
0 visitor like this article | Viewed 4975 times | 0 comment
Summary: Broker-dealer M&A activity continues as 2018 draws to a close, with Wentworth Management Services on Friday announcing its acquisition of World Equity Group, a midsized independent broker-dealer outside Chicago with close to 180 brokers and nearly $40 million in annual revenue.
From WealthManagement.com
Added on December 2018 in Join an RIA
0 visitor like this article | Viewed 5085 times | 0 comment
Summary: [Podcast] An episode for all members of the wealth management community, from those at wirehouse firms to independent business owners.
