From Think Advisor
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Summary: Experience tells us that bullish stock markets will inevitably turn bearish: often, dramatically. Our Nov. 24 blog—“Buying High and Selling Low: Are you ready for the next downturn?”—suggested that the damage to independent advisory firms from failing to be prepared for the next down market almost always outweighs any growth gained during the tail end of a run up.
From InvestmentNews
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Summary: The 2014 InvestmentNews Financial Performance Study of Advisory Firms found that the only marketing activity that top performing firms engage in more frequently than other firms was updating and upgrading their websites.
From Financial Planning
Added on January 2015 in M&A Issues
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Summary: Mariner Wealth Advisors made a big splash in a tight M&A market, taking a majority interest in Vantage Investment Advisors, a $1 billion RIA based in State College, Pa.
From ByAllAccounts
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Summary: The importance of attending the right conferences cannot be taken lightly, as they provide an invaluable resource for you and the continued growth of your firm. However, with the range of industry conferences, it can seem overwhelming when deciding which conference is the best fit from both an investment of time and money perspective.
From Financial Planning
Added on January 2015 in Join an RIA
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Summary: The RIA sector is in growth mode -- but which firms are growing fastest? As part of its annual RIA Leaders coverage, Financial Planning tracks the fastest-growing firms among the nation's most independent, fee-only RIAs. Compiled with the help of Financial Media Group/AdvisorDatabases.com, the list looks at the 50 firms that have shown the greatest AUM increase from 2012 to 2014.
