From WealthManagement.com
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Summary: What would advisors do with an extra dollar? Most would put it towards growth opportunities, according to the 2015 Scottrade Advisor Services Study. This was the top answer among advisors of all sizes, although those with between $10 million and $100 million in assets were the most likely to spend that dollar on growth
From WealthManagement.com
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Summary: In-person meetings will continue to the be the dominant way advisors communicate with their clients in 10 years, according to SEI's 2025 prediction survey, with 58 percent of advisors saying that will remain their top way to work with clients. Video conferencing came in a distant second at 32 percent.
From InvestmentNews
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Summary: Text messaging. We're all doing it. In a recent Pew Research Center study, researchers found that 97% of smartphone owners send text messages. Not only is text messaging easy to do from a mobile phone, it's a highly effective and efficient way to communicate — and financial services companies can't ignore it.
From Think Advisor
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Summary: Profits are falling for many advisors because they’re charging too little for their services. To compete today and tomorrow, advisors will have to learn how to market their high-end services
From InvestmentNews
Added on December 2015 in Form an RIA
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Summary: Christopher Bray founded Ariel Capital Advisors nearly two years ago, naming the Florida-based advisory firm after his 4-year-old daughter. Now he is being sued by Ariel Investments, a $10 billion Chicago-based mutual fund company, for allegedly infringing on its trademark.
