From InvestmentNews
Added on October 2015 in Join an RIA
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Summary:Going it alone isn't nearly as attractive for financial advisers as it used to be. Today, financial advisers are more likely to join an established RIA than to create their own independent advisory firm, a new report by Cerulli Associates found.
From Think Advisor
Added on October 2015 in Join an RIA
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Summary:For a financial advisor breaking away from the shelter of a wirehouse, such change is seismic. Happily, this transition has never been easier thanks to an abundance of supportive firms specializing in the indie space. At the same time, never have there been as many choices for going independent, each with inherent strengths and limitations.
From InvestmentNews
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Summary: The summertime spike in market volatility failed to dent investors' willingness to invest — or invest more of — their assets with robo-advisers. Automated investment platforms saw a 57% increase in assets under management between December 2014 and July 2015, according to a recent Corporate Insight study, “Next Generation Investing 2015: Digital Advice Matures.
From InvestmentNews
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Summary: VIDEO: Neesha Hathi of Charles Schwab Advisor Services says recruiting at RIAs often lacks structure and overlooks the need for diversity.
From On Wall Street
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Summary: When clients need something, they do a search online or ask questions of their friends and family, sometimes in person, but more often than not online via email or Facebook or Twitter. Yet many advisors and firms lean on older techniques, such as direct mailings.
