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75 leading schools for planners (M-T)

From Financial Plannning
Added on August 2016 in Join an RIA
1 visitor like this article | Viewed 4534 times | 0 comment

Summary: Are you looking to hire new talent? Or are you a young person looking to start a career in financial planning? Look no further. FP's expanded list of financial planning programs zeroes in on CFP Board-registered degree-granting colleges and universities this year. Click through to view the next 25 schools on the list, organized alphabetically (M-T).

Selling regulation tech tools? Be mindful of upsetting advisers

From Financial Planning
Added on August 2016 in Form an RIA
0 visitor like this article | Viewed 4211 times | 0 comment

Summary: There's definitely a market for digital tools to help advisers navigate expected fiduciary requirements. But providers should tread carefully with their approach, as contemplating regulation-oriented tech upgrades drudges up bad feelings among some advisers about the rule.
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RIAs Don't Want a Traditional Wholesaler Relationship. Try 'Robo-Wholesaling'

From Think Advisor
Added on August 2016 in Manage Your Practice
0 visitor like this article | Viewed 4195 times | 0 comment

Summary: According to a new research report from Practical Perspectives, the traditional wholesaler/advisor model that has been highly successful in mining and developing other distribution channels such as wirehouse or independent broker-dealers has shown to be less useful with registered investment advisors (RIAs).

RIAs looking to buy are giving solo-adviser practices another look

From InvestmentNews
Added on August 2016 in M&A Issues
0 visitor like this article | Viewed 4367 times | 0 comment

Summary: Growth opportunities for advisory firms may need to come from acquiring individual advisers, rather than larger firms, because that's where buyers are most likely to find willing sellers, according to a new InvestmentNews/BlackRock study.

75 leading schools for planners (A-L)

From Finacial Planning
Added on August 2016 in Join an RIA
1 visitor like this article | Viewed 4461 times | 0 comment

Summary: Are you looking to hire new talent? Or are you a young person looking to start a career in financial planning? Look no further. FP's expanded list of financial planning programs zeroes in on CFP Board-registered degree-granting colleges and universities this year. Click through to view the first 25 schools on the list, organized alphabetically (A-L).

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