From WealthManagement.com
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Summary: [Whiteppaper] The Millennial market for financial advisors is challenging. Not only that, but employing Millennials requires financial advisors to have a different mind-set, and conform to the wants and needs of this younger generation.
From ThinkAdvisor
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Summary: During the Pershing RIA Symposium last week, several RIA firm leaders discussed their treks from starting firms to growing and running them.
From WealthManagement.com
Added on September 2018 in Join an RIA
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Summary: [Podcast] David Canter, Executive Vice President and head of the RIA segment at Fidelity Clearing & Custody Solutions, joins Mindy to explore the mindset and motivations of the increasing number of advisors making the move to independence, as well as the expanding role custodians play in the space. (Hint: It’s no longer solely about safe asset custody.)
From WealthManagement.com
Added on September 2018 in Form an RIA
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Summary: The North American Securities Administrators Association has put out a request for comment on a new rule proposal that would impose stricter cybersecurity requirements on state-registered investment advisors.
From InvestmentNews
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Summary: Investors are a diverse group — much more so than standard tropes might suggest — and this diversity has big implications for financial advisers, ranging from how they search for clients to the financial recommendations they make, according to a new report published by Morningstar Inc.
