From InvestmentNews
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Summary: Often when advisers meet with clients or prospects, they spend the majority of the time discussing portfolio construction, risk-adjusted rates of return and other minutiae that make the average person's eyes glaze over. Since technology has allowed much of that work to be automated and almost commoditized, advisers are likely much better off using meeting time getting to know their clients on a more personal level. Understanding what actually motivates the client can help advisers provide real and meaningful advice to help them meet their long-term personal and financial goals.
From OnWallStreet
Added on August 2018 in Join an RIA
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Summary: Many jobs that are offered to aspiring advisors require them to generate clients from zero. And most entry-level jobs involve selling something very different than a person’s time or expertise: namely, a company’s products and solutions.
From InvestmentNews
Added on August 2018 in Form an RIA
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Summary: Amid all the excitement about the potential uses of artificial intelligence in financial advice, there is still a lot of uncertainty about how this new technology will fit into the existing regulatory framework governing financial services firms.
From ThinkAdvisor
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Summary: Money, or lack there of, has typically been blamed for causing most sleepless nights for Americans, but a recent survey by Bankrate.com, found that the main stressor for 41% of all age groups was relationships.
From ThinkAdvisor
Added on August 2018 in M&A Issues
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Summary: In his book “Freakonomics,” University of Chicago economist Steven Levitt and journalist Stephen J. Dubner explain the economics of residential real estate transactions, which may come as a surprise.
