From Financial Advisor IQ
1 visitor like this article | Viewed 3624 times | 0 comment
Summary: For the financial-market research firm, this helps explain a “surge” in HNW investors’ use of online brokers — a trend augmented, Cerulli’s Donnie Ethier says in a press release, by the channel’s improved HNW capabilities in recent years and their favor with “younger, tech-savvy wealth creators.”
From Financial Advisor Magazine
1 visitor like this article | Viewed 4312 times | 0 comment
Summary: Financial advisors should target younger clients because they will grow faster and give advisors a fundamentally sounder book of business, according to PriceMetrix, a practice management and data services company.
From CNBC
1 visitor like this article | Viewed 4780 times | 0 comment
Summary: If you have good content, people will read it. But if you have great content, people will share it—and that's key if you want to exponentially grow your business. An effective social media strategy can single-handedly create a following of thousands—and a flow of prospective clients—in just a short period of time.
From InvestmentNews
1 visitor like this article | Viewed 4392 times | 0 comment
Summary: The fee-only advice industry that emerged as brokers deserted a commission-reliant business model is now evolving, with advisers working out the best way to get compensated for their services.
From wealthmanagement.com
Added on March 2015 in Form an RIA
1 visitor like this article | Viewed 4659 times | 0 comment
Summary: A lot of RIA firms have, in recent years, spent heavily on new technology to protect themselves against cyber attacks. But sometimes they use more money than sense, a panel of speakers at the Investment Adviser Association's compliance conference said.
