From IRIS
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Summary: In the 2015 Advisor Authority Study conducted by Jefferson National and Harris Poll, we learned that the most successful advisors are truly tech-obsessed. Advisors who manage more assets and generate more revenue spend substantially more on technology and adopt technology into their practice at twice the rate of the average advisor.
From InvestmentNews
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Summary: Websites welcome prospective clients to an adviser’s practice. Here are a few tips from advisers across the industry on the elements that make their websites pop.
From Financial Planning
Added on August 2016 in M&A Issues
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Summary: Two well-known wealth management firms with combined assets of nearly $10 billion — one a rising industry power and the other a fallen one — are combining to form yet another RIA mega-firm.
From IRIS
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Summary: If you’re new to the RIA biz, you’ve probably got a lot on your plate. From compliance issues to building your client base, there’s a lot to consider. Another important piece of the puzzle is the role technology will play at your firm. Technology will be a necessity for some of the functions of your firm, and a nicety for others. We’ve created this technology guide to help you decide which tech is right for your firm.
From WealthManagement.com
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Summary: Though the financial services industry has undergone a wave of head-turning transformations in recent years, spurred on, in part, by a mix of demographic trends, the looming threat of robo platforms and the increasingly complex regulatory environment, one issue remains as relevant today as it was 10 years ago: succession planning.
