From Wall Street Journal Online
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Summary: Not all of the interaction between advisers and clients is qualitative. For the many quantitative tasks that can eat up precious time, I think hiring an intern can be a great solution. Interns are especially useful for projects that are repeatable and finite. For example, this summer my firm's two interns are updating all of our investment-policy documents, a task we perform every three years.
From InvestmentNews
Added on August 2014 in Form an RIA
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Summary: You can't have a business conversation or attend an industry conference without hearing someone ask "are you in the cloud?" Indeed, servers and disk storage have been evolving frighteningly quickly over the past five years. However, like anything you do for your business, don't do it just to keep pace. Make it a determined decision that means you will either save time, money or both. And if you can add in offering new capabilities for your clients, all the better.
From InvestmentNews
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Summary: InvestmentNews surveyed 377 advisers on their experiences attracting and working with women clients. These are highlights.
From Think Advisor
Added on August 2014 in Form an RIA
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Summary: So far in this series on CRM technology utilization, we’ve talked about where most people start A 5-Step Process to Utilize Your Existing Technology: Level 1—All in Your Head) and transitioning to defined and consistent checklist based processes (A 5-Step Process to Utilize Your Existing Technology: Level 2—Make a Checklist). Now that you’ve put your processes into the checklist form and gotten buy-in from your user team, it is time to really start leveraging the power of the CRM tool in which you’ve invested.
From InvestmentNews
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Summary: Ballentine Partners is among the fastest-growing RIAs in the country, and it's one of the few that has built its business organically and without relying on institutional clients to juice its assets. In the past four years, the Waltham, Mass.-based multifamily office has nearly doubled assets under management to $4.8 billion, from $2.5 billion in 2010. In the last year alone, it increased AUM by 25%, according to data collected by InvestmentNews.
