From IRIS
Added on December 2017 in Form an RIA
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Summary: [Podcast] Advisors with their sights set on the highest level of freedom and flexibility, plus the maximum ability to build long-term enterprise value, owe it to themselves to take a closer look at the RIA model.
From WealthManagement.com
Added on December 2017 in Form an RIA
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Summary: While debate surrounding the role of technology in wealth management has traditionally pitted man against machine, as investors begin adopting new technology, a third option has since emerged: the hybrid advisor model.
From ThinkAdvisor
Added on December 2017 in Join an RIA
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Summary: Some brokerage firms are concerned that the tax overhaul could lead to upheaval, pushing their employees to set up their own shops or switch firms to lower their tax bills.
From InvestmentNews
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Summary: Individual investors are slowly abandoning pure self-direction and are turning to financial professionals for advice, according to a new study by an investor data company. But this isn't a return to the way things used to be, said Hearts & Wallets, the Rye, N.Y.-based research firm that conducted the study of 40,000 individuals.
From Financial Planning
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Summary: Advisors have struggled to stay ahead of hackers, who are increasingly enticed by the value of client data.
