From Financial Advisor
Added on August 2015 in Form an RIA
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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
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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
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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
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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.”
From WealthManagement.com
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Summary: Despite tremendous growth in automated investing technology, there are still many advisors not willing to cede control of clients’ portfolios to a so-called robo advisor.
