From ThinkAdvisor
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Summary: As many financial advisors approach retirement age, the wealth management industry is searching for ways to draw more young people into the profession.
From WealthManagement.com
Added on March 2017 in Form an RIA
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Summary: For an RIA, onboarding a wirehouse advisor or advisory team and incorporating them into your firm is an intriguing concept, but seems daunting to most. The biggest question RIAs always have is, “Where do I begin?”
From LinkedIn Pulse
Added on March 2017 in Join an RIA
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Summary: As the principal of a $300mm practice with one of the largest independent broker dealers (IBDs) in the country, “Alan” was feeling that his business had reached a plateau. Oddly enough, this isn’t the first time he’s felt this way. Some 16 years ago, Alan made his initial move to independence by joining a small regional independent broker dealer. After 12 years, he had grown to be the biggest practice there, yet felt constricted by outdated technology, limited platform and a lack of community. Ultimately, he felt as though he had outgrown the broker dealer.
From Financial Advisor
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Summary: This was before my time, but they tell me that cold calling was once a very effective marketing strategy — until, of course, it wasn’t. I remember when advisory firms routinely attracted dozens and sometimes hundreds of prospects to cheesy prepackaged seminars, until attendance gradually began to slip away.
From InvestmentNews
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Summary: The latest research from InvestmentNews finds that offering a robo-advice platform may not be right for all advisory firms, but all firms can learn how to harness technology to offer innovative service.
