From Financial Planning
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Summary: [Slide Show] If there's one thing the wealth management industry loves, it's a good abbreviation. We get it. But sometimes it can be difficult to wade through all the alphabet soup out there.
From InvestmentNews
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Summary: With the number of personal financial advisers expected to grow by 15% by 2026, effective marketing and communication strategies can make the difference when winning new clients. As the owner of an independent business, your time and resources are in short supply. With that in mind, here are some strategies to help you develop and update your marketing efforts.Calling in the experts
From Advisor Perpectives
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Summary: Last year, in my book entitled The New Profession, I made a number of bold predictions about how the advisory profession is evolving, and what firms are going to have to do to stay ahead of the curve. The book talks about a transformation in how firms are marketing themselves to the general public, innovations and tangible ways to measure their levels of client service, how businesses can grow and evolve more efficiently, and insights that argue that active management is not as valueless an endeavor as some have suggested.
From InvestmentNews
Added on March 2018 in Form an RIA
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Summary: When I entered the financial services industry 20 years ago, the term "going independent" referred to registered representatives moving their book of business to an independent broker-dealer and being compensated as independent contractors. Fast forward two decades and the meaning of the term has completely opened up and now encompasses a whole slew of models and structures for how a financial adviser can run their business.
From Barron's Advisor Center
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Summary: So what is the fate of the DOL fiduciary rule now that the Fifth Circuit Court of Appeals has struck it down? This could be the most asked question among financial advice professionals Friday.
