From InvestmentNews
Added on August 2015 in Form an RIA
1 visitor like this article | Viewed 4226 times | 0 comment
Summary: Since 2007, only one segment of the wealth management industry has boosted its market share every year: independent advisory firms. According to an estimate by Boston Consulting Group, $46 trillion in private wealth is up for grabs in the U.S.
From Financial Advisor
Added on August 2015 in Form an RIA
1 visitor like this article | Viewed 4361 times | 0 comment
Summary: Since 2007, only one segment of the wealth management industry has boosted its market share every year: independent advisory firms. They’ve more than doubled their assets in that time, overseeing about $2.7 trillion as of 2014.
From InvestmentNews
1 visitor like this article | Viewed 3881 times | 0 comment
Summary: It seems like there are new articles covering robo-advice every day. Should you, as an adviser, be concerned? Will the robos eat your lunch?
From Financial Advisor IQ
2 visitors like this article | Viewed 3442 times | 0 comment
Summary: The investment-advice business is a good business to be in indeed: According to a recent study of all SEC-registered investment advisors, the number of firms, clients and assets under management have all showed healthy growth over the past year. The number of clients served by RIAs grew by 6.8%, or almost two million, to nearly 30 million.
From Think Advisor
Added on August 2015 in Form an RIA
1 visitor like this article | Viewed 4132 times | 0 comment
Summary: More than two-thirds of financial advisors, 67%, say recent moves by regulators are having “minimal to no impact” on their risk assessment processes, according to a survey. Plus, 68% say Department of Labor and Securities and Exchange Commission actions have had “minimal to no impact on their client interactions regarding risk assessment.”
