From Financial Planning
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Summary: When Bill Martin recently donned a pair of virtual reality goggles at Fidelity Investments’ client advisory council meeting in Boston, he was skeptical about whether the technology would be of any use for financial advisors.
From Financial Planning
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Summary: As solo advisors, resources are scarce. There’s only so much time and money available. Often, we outsource tasks that don’t produce revenue to free up more time for tasks that do. I have spent the last 18 months outsourcing most of my marketing activities — with varying degrees of success.
From WealthManagement.com
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Summary: The founder of DMAC Consulting tells Michael Kitces why the No. 1 element of success as an advisor is to find and get control of your own self confidence.
From InvestmentNews
Added on May 2018 in M&A Issues
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Summary: The move by Focus Financial Partners to raise $100 million through an initial public offering could be a cue to RIA owners that it may be time to sell.
From InvestmentNews
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Summary: The bullish markets and aging baby boomers have fueled remarkable practice growth over the last decade. Since many advisers are also baby boomers, adding advisers to handle a growing client base or provide succession planning options is essential for the growth and continuity of their practices. But most of these advisers are not ready to retire, and some plan to die with their boots on.
