From Think Advisor
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Summary: Making the decision to implement a customer relationship management (CRM) system is a big one. Before embarking on the rest of the journey, there is much to be considered, and here we will talk in depth about making the decision to move forward toward the platform selection process.
From Financial Planning
Added on October 2015 in M&A Issues
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Summary: Ric Edelman's sweet private equity deal is good news for RIAs, especially other big, media-savvy firms. But the industry icon's latest transaction raises concerns about the risks of investing in a firm so closely associated with its namesake.
From On Wall Street
Added on October 2015 in Form an RIA
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Summary: At TD Ameritrade Institutional's advocacy summit, several officials raised the concern that it will only take one major scandal to force the issue of expanding advisor exams. When that happens, policymakers aren't likely to adopt any framework that the industry could support, but could instead turn examination authority over FINRA, which some view as the least desirable outcome.
From Think Advisor
Added on October 2015 in Join an RIA
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Summary: So which states offer the best salaries for advisors? And by "best salaries" we mean most bang for the buck. Using a formula devised last year, we adjusted data to account for purchasing power differences in each of the 50 states.
From wealthmanagement.com
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Summary: To avoid losing focus, financial advisors should embrace four practice management disciplines that will help them better serve investors and stimulate growth at the same time: sustainability, reliability, referability, and profitability.
