From RIACAST
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Summary:[Podcast] In this episode, Matt chats with Ed O’Brien, CEO of eMoney Advisor, Ed and Matt discuss, among other things:
- Ed’s background in fintech;
- His vision as eMoney’s CEO;
- The greatest challenges currently facing eMoney;
- eMoney’s launch of its enterprise division;
- Where Ed sees digital advice in 5 years; and
- His passion for National Parks.
From Cruz Consulting Group
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Summary: A majority of employees at advisory firms — both professional and nonprofessional — now receive a combination of base salary and incentive pay, industry studies find. But firms don’t seem to be satisfied with their pay packages and, at my consulting firm, the most highly requested engagement is for designing (or, more commonly, redesigning) incentive compensation.
From Financial Planning
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Summary: Young digital-first firms hoping to revolutionize the way advisers manage client finances and build their wealth claim they have run into resistance from major banks opposed to sharing financial data.
From WealthManagement.com
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Summary; As an estate planning national practice development expert, I’m frequently asked “How much should I spend on marketing?” It’s a very good question.
From Financial Planning
Added on April 2017 in Join an RIA
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Summary: [SLIDESHOW] The breakneck pace of breakaway brokers transitioning to independence is going strong. To learn more about these and other breakaway broker moves, click through our slideshow.
