From wealthmanagement.com
Added on September 2015 in Form an RIA
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Summary: Clients look to their financial services professionals as a resource for their financial needs. Whether it is a broad based conversation about their long-term financial needs, narrowly focused questions regarding their taxes or inquiring about the latest breaking news on CNBC, the financial professional is a trusted source.
From InvestmentNews
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Summary: When it comes to Twitter, less is more. Speculation is swirling around what sort of changes Twitter may be making to its 140-character limit for tweets, after tech site Re/Code published an article that an undisclosed new feature was in the works. Some media experts think it may mean the end of including links as part of the character limit or excluding the @ sign when tagging users.One thing is certain for advisers, however: Try not to get too excited.
From Financial Advisor IQ
Added on September 2015 in M&A Issues
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Summary: Too many advisors rush into acquisitions of other practices, risking being unable to make the transition and losing clients in the process, The Wall Street Journal writes. Avoiding such pitfalls calls for preparation and self-control, experts tell the paper.
From Financial Planning
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Summary: Pay levels across a variety of industry positions have increased steadily in recent years according to The 2015 FA Insight Study of Advisory Firms: People and Pay.
From Think Advisor
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Summary: This past weekend, I was discussing competitive risk with an advisor. It centered around the idea that with the volatile markets wake-up call we’ve had over the last few weeks, clients may be looking at other options or providers.
