From InvestmentNews
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Summary: It used to be that Twitter users were focused mostly on getting the highest number of account holders to follow their string of tweets. While a certain bulk of followers will always be important, it takes more than just a mass following to be considered influential on the 140-character social media platform.
From IRIS
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Summary: Conferences are a great way for financial advisors to hear about best practices from thought-leaders, learn about the latest products and services available, and stay connected with peers and engaged with the industry. Here are 4 tips to help you maximize your conference return-on-investment (ROI).
From InvestmentNews
Added on January 2016 in Join an RIA
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Summary: Wirehouse advisers looking for independence have choices of the type of firms they create or join – independent broker-dealers, existing registered investment advisers or their own RIA. But the option that eliminates the most business worries will require them to surrender up to 25% more of the profits.
From Financial Planning
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Summary: A top FINRA official says the industry watchdog has started reaching out to broker-dealers who offer robo advice, asking how they determine client risk tolerance, among other factors.
From On Wall Street
Added on January 2016 in Join an RIA
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Summary: As the number of breakaways continues to rise, I regularly talk to teams who want to start their own independent advisory firms. In one recent meeting, I sat down with a group of advisors who were considering the move. As they were talking, I was checking all of the boxes — they had significant experience, they were geographically diverse, they had a loyal client base—but I quickly realized that none of them were on the same page.
