From wealthmanagement.com
Added on February 2020 in Join an RIA
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Summary: WealthManagement.com decided to find out. This ranking represents the first ever data-centric approach to measure the nation’s financial planning programs offered at colleges and universities. (The survey is limited to degree-granting, on-campus programs. Wealth Management will evaluate online, distance-learning certificate college programs in a follow-up study.) WealthManagement.com ranked these programs based on a weighted matrix of nine indicators believed to be markers of excellence.
From Financial Planning
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Summary: For more than 20 years, remarkably little research has been done on the costs incurred to obtain clients and the cost-effectiveness of various client acquisition strategies.
From ThinkAdvisor
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Summary: Last month, more than 100 financial professionals gathered at the Personal Financial Planning Summit, sponsored by the American Institute of CPAs to hear perspectives on practice management delivered by profession leaders.
From RIA Match
Added on February 2020 in M&A Issues
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Summary: Let your match know you like their profile with an Indication of Interest (IOI). The IOI button is in the toolbox in your match’s profile. IOIs are free for all subscribers! Begin communicating with your matches.
From wealthmanagement.com
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Summary: Now you have your own brand to build, your own story to tell, in order to help drive your growth. Now, you have the freedom to speak with the press, to become a valuable resource to the media that reaches your target audience, this way driving your brand to new heights.
