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.
From On Wall Street
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Summary: In the not-too-distant past, a financial advisor's brand identity was expressed in features such as a strong logo and brochure. In this competitive marketplace, a strong identity must also include a robust and engaging digital presence.
From Think Advisor
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Summary: How should robo-advisors be regulated? That’s a question the Securities and Exchange Commission must tackle, as assets managed by these firms will surge to $2 trillion in the next five years, argues SEC Commissioner Kara Stein.
From InvestmentNews
Added on December 2015 in M&A Issues
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Summary: The past several months have been fascinating if you are an independent adviser. Three large transactions have been announced that offer some telling signals about where the industry is headed
