From ThinkAdvisor
Added on August 2018 in Join an RIA
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Summary: Historically, financial advisors have admired the wirehouse model, in part because of the reputation and credibility those advisors could leverage with new and existing clients. The major wirehouses — Morgan Stanley, UBS Wealth Management, Merrill Lynch and Wells Fargo — stood tall as household names, and affiliation with those brands could give advisors a competitive leg up.
From InvestmentNews
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Summary: Market forces — like shifting demographics, consumer demand and regulation — are making financial planning an imperative for firms across the wealth management industry. As a result, financial planning technology is quickly becoming the front line in the battle for client assets.
From WealthManagement.com
Added on August 2018 in Form an RIA
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Summary: Circle back to 2009: The financial crisis had barely passed, Barack Obama was inaugurated as president, and Bernie Madoff was sentenced to 150 years for his multibillion-dollar Ponzi scheme. Meanwhile, more than 24,000 financial advisors who changed firms that year worried that the days of outsized recruiting deals were going to be a thing of the past.
From InvestmentNews
Added on August 2018 in Form an RIA
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Summary: If financial advisers agree social media is no longer an optional part of their business, it's time to start checking out some of the tools employed by the internet's "power users."
From Financial Planning
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Summary: The typical firm increased its client base nearly 8%, and median RIA revenue growth soared nearly 16%, the biggest percentage gain in seven years, according to TD Ameritrade Institutional's annual industry benchmarking study.
