From InvestmentNews
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Summary: Even though advisers often ruminate for many years before going independent or even changing brokerages, many are still surprised by certain realities of the shift
From Nerd's Eye View
Added on July 2016 in M&A Issues
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Summary: The explosive growth of technology has made it possible for individual financial advisors to be more personally productive than ever before, from software to automate key tasks to the use of (virtual) assistants to even further leverage the advisor’s time.
From InvestmentNews
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Summary: Encrypting emails and shared files is one of the best bets for securing clients' sensitive information, yet not all advisers are taking the initiative.
From IRIS
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Summary: How do you explain setbacks and unfortunate events, such as the stress of having to call a very difficult client after the market tanks, to yourself?
From Financial Planning
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Summary: Profitability hit an all-time high last year for those RIA firms which reached the big league benchmark of $250 million or more in assets under management.
