From Wealth Management
0 visitor like this article | Viewed 1956 times | 0 comment
Summary: Regular listeners to our COO Roundtable podcast have heard me make the claim many times that the average RIA owner drastically discounts the value of a chief operating officer because, in their minds, the COO is someone who simply reboots the router when the internet goes down in the office—nothing more.
From
Added on July 2022 in Blog
1 visitor like this article | Viewed 1503 times | 0 comment
We are grateful to the RIA Community we have served over the past 12 years and look forward to the next 12.
From Wealth Management
0 visitor like this article | Viewed 1874 times | 0 comment
Summary: At the inaugural RIA EDGE conference held at The Diplomat Beach Resort in Hollywood, Fla., last week, the event’s RIA CEO All Star panel discussed best practices on leading and growing an advisory firm in today’s environment. And while the panel was not designed to be all-female, it did turn out that way, an indication of the strides that females execs have made in the wealth management industry.
From ThinkAdvisor
1 visitor like this article | Viewed 2598 times | 0 comment
Summary: Advisors want to learn how to help protect clients against life, aging and investment risk.They seem to be less interested in learning how to help clients handle more specialized kinds of life challenges.The American College of Financial Services has published data supporting that view of advisors’ goals in a new summary of results from a recent survey of 386 independent advisors at RIA firms
From ThinkAdvisor
0 visitor like this article | Viewed 1923 times | 0 comment
Summary: Mercer Advisors is uncommon in an industry that “sorely struggles with diversity,” as CEO Dave Welling frames it. Indeed, about half of Mercer’s 500 advisors are women, he tells ThinkAdvisor in an interview.
