From Private Asset Group
Added on February 2017 in Form an RIA
1 visitor like this article | Viewed 4569 times | 0 comment
Summary: Financial advisors choose to go independent for several important reasons: First, the economics of going independent are far superior to all other channels. In addition, independent financial advisors own 100% of the equity in their practices.
From ThinkAdvisor
Added on February 2017 in Form an RIA
1 visitor like this article | Viewed 4172 times | 0 comment
Summary: Clarity about the future of the Labor Department’s fiduciary rule, which became very blurry last week when President Donald Trump ordered a review by the department, could come soon, but not necessarily from the Labor Department.
From IRIS
1 visitor like this article | Viewed 4152 times | 0 comment
Summary: Wikipedia defines the famous ‘chicken or the egg’ question as the “causality dilemma” and in our current world of technology, we cannot help but apply such a dilemma to our industry.
From Financial Planning
0 visitor like this article | Viewed 3597 times | 0 comment
Summary: Planners say they expect to see increases in revenue and client assets in 2017, according to the latest TD Ameritrade Institutional RIA Sentiment Survey. Accordingly, they plan to rev up spending on marketing, business development and technologies such as electronic signatures, the survey revealed. Also in the works: initiatives like more networking to attract a new generation of clients.
From WealthManagement.com
Added on February 2017 in Form an RIA
0 visitor like this article | Viewed 4160 times | 0 comment
Summary: As the industry landscape continues to evolve and traditional brokerage firms become more bureaucratic (especially in a post-DOL rule world), the idea of going independent has become a hot topic among advisors considering change. While many seasoned advisors entertain the thought of having greater freedom, flexibility and control over their business, many believe it’s too late for them to chase that dream.
