Added on February 2024 in Form an RIA
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Summary: Maintaining an open dialogue lets advisors and the compliance team work through concerns together, finding solutions rather than confronting roadblocks.
Added on January 2024 in Blog
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Welcome to the dynamic world of RIA Match, where financial advisors of all types converge in search of meaningful connections. As with any online platform, users exhibit diverse behaviors, forming distinct personas that shape their experience. In this blog, we'll explore three client personas on RIA Match: 'The disillusioned,' 'The dabbler,' and 'The super user.' We'll delve into specific actions each persona can take to enhance their journey on the platform.
Added on January 2024 in Form an RIA
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Summary: Fintech Flourish has rolled out a platform that will make it easier for registered investment advisors to provide fee-based annuities for their clients.
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Summary: This is the time of year when many of you are finalizing all the last-minute planning left over from 2023 (or still recovering from it). If you’re like most advisors, not every client agreed to all of your recommendations, and some got cold feet at the last minute. I know it’s frustrating. But now isn’t the time to lose your composure and do or say something you’ll regret.
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Summary: Our US correspondent talks to senior wealth management industry figures about what they think are the likely important themes for the sector in 2024, touching on subjects such as the role of private equity in consolidation, and artificial intelligence.
