From Financial Planning
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Summary: 2017 may be a hard act to follow for RIAs, but firms that want to keep growing must continue to focus on client needs, marketing and adding talent, according to the latest RIA Benchmarking Study from Charles Schwab.
From InvestmentNews
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Summary: Regardless of firm size, independent firms are experiencing strong five-year compound annual growth in key metrics like assets under management, revenue and number of clients, according the Charles Schwab's annual RIA Benchmarking Study.
From Financial Plannning
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Summary: Is communicating clearly and effectively truly that hard? “I don’t think there is real magic sauce to this,” says Augustine SC Hong, CEO and co-managing partner of Alexandria Capital. “It’s really aligning everybody to the common sort of goal, shared vision, having that shared vision, and to be able to say, OK, we’re going to try to all get here.”
From Financial Planning
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Summary: That was the sobering message delivered by Matt Brinker, United Capital's chief business development officer, speaking at SourceMedia’s In|Vest conference in New York. Brinker pointed to other industries seemingly at the top of their game that fell victim to disruption from innovators in their markets.
From ThinkAdvisor
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Summary: Professions advance when dedicated professionals lead the way. For more than 30 years, the Certified Financial Planner Board of Standards has relied on trusted leaders to advance the financial planning profession.
