From Financial Planning
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Summary: Most firms start their sales pitch with what they can do for the prospect, then describe how they will do it, and maybe mention why the prospect should choose them. Reverse the order, says Alexandre Monnier, president of the Family Office Exchange
From IRIS
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Summary: The following questions were raised to us about the new DOL Fiduciary Rule. We cover the DOL Fiduciary Rule in more detail in a previous post, but we thought we'd share.
From The Entrepreneurial Professional Podcasts
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Summary: [PODCAST] You’ll learn how to find your perfect match for a financial advisor merger with Mary Ann Buchanan, founder and CEO at RIA Match. Mary Ann will offer some tips on succession planning and growth. She will also go over how to find out what your company brings to the table during a merger.
From On Wall Street
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Summary: Only 163 advisers who managed $26 billion in assets have switched firms so far in 2016, according to an analysis by On Wall Street. That's a 42% drop from the same period in 2015 and down 22% from 2014, when a total of 555 and 481 advisers, respectively, switched firms.
From Financial Planning
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Summary: What software and programs truly create efficiency for both advisers and clients? How much big data can a firm actually act upon?
