From InvestmentNews
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Summary: Words advisers use to describe investments, markets and even themselves can put clients in the wrong frame of mind. For instance, many investors become furious when their savings are called a “nest egg,” said Gary DeMoss, director of Invesco Consulting, at a National Association of State Treasurers meeting in New Orleans on Thursday.
From InvestmentNews
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Summary: A new survey from Scottrade Advisor Services shows that RIAs are ranking technology spending as a top priority, replacing business growth as last year's top priority.
From ThinkAdvisor
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Summary: The digital advice market will top $83 billion by the end of 2016, according to a November report by Cerulli Associates, with growth projected to reach $385 billion in the next five years
From Financial Planning
Added on December 2016 in M&A Issues
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Summary: RIA growth is "not being realized," Pershing Advisor Solutions' Mark Tibergien said at the MarketCounsel Summit.
From InvestmentNews
Added on December 2016 in Join an RIA
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Summary: The amount of time most financial advisers spend on marketing could be trimmed dramatically by developing a consistent and well-crafted social media presence, according to Josh Brown, chief executive at Ritholtz Wealth Management.
