From Financial Planning
Added on September 2016 in Form an RIA
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Summary: For some time, banks and credit unions have been urging customers to change their business from transactional to fee-based. Those who have resisted have a variety of reasons supporting their status quo position. However, at this point, conversion appears to be almost mandatory.
From Financial Planning
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Summary: In the span of barely 10 years, some of the world’s largest companies have sprouted seemingly out of nowhere, dominating industries whose incumbents have been around for decades, despite the upstarts not actually producing any goods or services. The key driver that makes the platforms so extraordinary: network effects, or the phenomenon that the more people use the platform, the more desirable of a marketplace it is for other people to use.
From FA Magazine
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Summary: Many writers, including me, have discussed the ways the U.S. will be affected by people living longer lives. The big question for the developed economies is how these changing demographics will affect their social safety nets and reduce productivity when there are many more older people. But how will the changes affect the RIA business? I rarely hear this question. Yet demographics will affect the ways RIAs offer service and the tools they use.
From IRIS
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Summary: Last week while speaking in Atlanta to 120 advisors, swimming trials were being held, and many asked me what makes the split-second differences – is it a particular training exercise, diet, or rest? What separates those who will go on to make history from the other competitors? What’s the one thing that matters most?
From On Wall Street
Added on September 2016 in Join an RIA
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Summary: Dale Cebert has gone from advising as an independent registered investment adviser to a massive wirehouse and back again to the independent world, and he is eager to talk up the virtues of both models.
