From Nerd's Eye View
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Summary: [Podcast] This week’s guest is Julie Murphy. Julie is the founder and chief visionary officer of JMC Wealth Management, a dual-registered advisory firm in Chicago with a team of 7 that serves more than 200 active clients with $200 million of AUM, on top of generating nearly $300,000 a year in recurring financial planning fees.
From ThinkAdvisor
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Summary: We caught up with thought leader Mark Tibergien during the Pershing RIA Symposium in Chicago on Thursday. Tibergien, CEO of BNY Mellon’s Pershing Advisor Solutions, discussed the RIA-zation of the business, key challenges going forward, and what’s next on the horizon for RIAs.
From WealthManagement.com
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Summary: I’ve tried out a few advisors over the years. It seems like they’ve always tried to steer me into investments that turned out to be subpar after I researched them online. Like, I’d check the long-term return history and it would be worse than the overall market performance. And I’d find they had load fees or a high percentage of assets fees. My thought process is that they’re receiving a kickback or a commission of some kind.
From ThinkAdvisor
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Summary: The IRS has recently opened the door to a new method for providing employment benefits in the form of student loan repayment assistance, offering small business owners a potentially powerful tool for attracting and retaining top-tier employees.
From WealthManagement.com
Added on September 2018 in Form an RIA
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Summary: RIA Economic Evaluator–the first tool to integrate FA Insight benchmarking–helps advisors determine how much revenue they might be missing out on.
