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Summary: More than a third of the nation’s largest RIAs lost assets under management in the past year, including many of the largest firms, according to Financial Planning’s 6th annual RIA Leaders ranking.
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Summary: Advisers are warming up to the idea of utilizing robo advice as a tool to help them serve more clients. The latest tech survey from Financial Planning found 19% of advisers it surveyed are using digital platforms now.
Added on January 2017 in Form an RIA
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Summary: Clients’ financial information is a valuable commodity that is vulnerable to cyber thieves, and the sheer number of threats makes it possible that an advisory firm could come under attack.
Added on January 2017 in Form an RIA
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Summary: According to Dan Moisand, managing partner at Moisand Fitzgerald Tamayo, the Florida fee-only financial planning and wealth management firm, more and more clients and prospects are asking about a ‘fiduciary duty.’ “And even better,” reports Moisand, those clients and prospects “understand what it means: financial advice in their best interest.”
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Summary: Could 3 words be the difference between success and failure for you over the next 12 months? The premise is simple. Pick 3 words that motivate you, remind you, and guide you on your road to making 2017 your best year ever.
