From On Wall Street
Added on October 2015 in M&A Issues
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Summary: Advisors considering a move in the fourth quarter may want to take stock as the end of the year approaches. If you take only one message from a rather tumultuous 2015, you might want to consider this: Build your practice with a firm where retail wealth management is a core business.
From InvestmentNews
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Summary: VIDEO from Junxure Conference - Tricia Haskins, V.P., head of technology consulting at Fidelity Investments on how advisers are wading through a sea of complex technology decisions.
From InvestmentNews
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Summary: With so many new or updated technology products available, it's not surprising that advisers are bringing on new tools all the time. It isn't easy though.Advisers need to consider a number of factors before acting: Who will be involved in the adoption process, who will champion the new software when it is rolled out, how long is it expected to take and in what ways will the product integrate with the current system.
From Wall Street Journal
Added on October 2015 in Form an RIA
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Summary: Compensation is the wrong way to make your decision. The decision starts and ends with clients, as highlighted in these four questions you should be prepared to answer.
From wealthmanagement.com
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Summary: The reality in affluent decision making is to ask around (word-of-mouth-influence). What follows shortly thereafter is a Google search. Although word-of-mouth influence remains the key impact factor in decision making, the trend to search online is growing. From my perspective, every financial advisor should build out his or her LinkedIn presence – it’s a terrific first step to an overarching digital strategy.
