From WealthManagement.com
Added on November 2017 in Form an RIA
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Summary: These days, advisors must navigate an industry landscape that’s being reshaped by new regulations, demographic shifts and a surge in competition from alternative wealth management strategies. To keep pace with these changes, successful advisors increasingly have turned to tools such as software and other technology to boost efficiency and provide better service to clients. But while technology offers considerable benefits, it also poses a potential threat to advisors and their clients.
From IRIS
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Summary: Sometimes your best prospecting opportunities are right in front of you. But you miss them. You make things harder than they need to be. But when you have a repeatable system, you find quick wins. Opportunities to let your most obvious prospects know that you’re open for business. And how you will serve them.
From OnWallStreet
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Summary: Super RIAs dominate the industry to such an extent that they can drive changes in wholesaling and other third-party services, according to new research by Cerulli Associates. Even so, challenges caused by their very size undermine their superiority.
From OnWallStreet
Added on November 2017 in Join an RIA
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Summary: Our annual schools listing, listed in alphabetical order, is drawn from a Financial Planning survey of colleges and universities that offer CFP Board-registered degree programs. Images courtesy of the schools.
From InvestmentNews
Added on November 2017 in Join an RIA
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Summary: In my role as vice president, field development at Commonwealth Financial Network®, I talk to a lot of financial advisors about how our firm can help them build the business they've always wanted. For advisors already in the independent channel, the conversation is often relatively straightforward: they want to know if we can give them what their current broker/dealer isn't delivering. These folks are used to running their own show and primarily looking for a better support system to help them do it.
