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It's a 'Time Of Abundance' For RIAs, Says Schwab

From WealthManagement.com
Added on July 2015 in Thought Leadership
1 visitor like this article | Viewed 3246 times | 0 comment

Summary: The indpendent advisory space is maturing. Many of the 1,000 registered investment advisors surveyed in Charles Schwab’s 2015 Benchmarking Study surpassed 20 years in business, and and reported all-time high revenue and profitability.

Automation is Here to Stay in Wealth Management - Are You?

From IRIS
Added on July 2015 in Manage Your Practice
1 visitor like this article | Viewed 3441 times | 0 comment

Summary: For the past couple of decades, wealth management has been a pretty sleepy corner of the financial services industry.  Not much has changed in the process of delivering financial advice over the years, despite the fact that there have been seismic shifts in technologies, demographics and consumer demands during that same time frame.

3 Secrets to Landing Great Talent

From Financial Planning
Added on July 2015 in Plan for the Future
1 visitor like this article | Viewed 3378 times | 0 comment

Summary: Most, if not all wealth managers have heard the expression, "This is a people business." It's true; the business of providing financial advice and wealth management solutions is about people, and personal relationships may be the only element of our business that cannot be commoditized.

Add Value or Get Out of the Way

From WealthManagement.com
Added on July 2015 in Manage Your Practice
1 visitor like this article | Viewed 3466 times | 0 comment

Summary: From the perspective of the end-client, the process of procuring financial products, from whole life insurance to liquid alts, is changing and the industry should be proactively changing with it. Investors as well as advisors should benefit.

2015: The Year of the Mega-Deal

From WealthManagement.com
Added on July 2015 in M&A Issues
0 visitor like this article | Viewed 3823 times | 0 comment

Summary: So far this year, merger and acquisition activity in the registered investment advisor space has hit record levels, and the average size of deals are bigger than ever, according to new data by DeVoe & Company.

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