1 visitor like this article | Viewed 3847 times | 0 comment
Summary: The sixth annual ranking of wealth managers’ websites by MyPrivateBanking Research found that the number of firms without any mobile offering dropped to just 12 percent, but most were just condensed versions of the desktop website.
1 visitor like this article | Viewed 21373 times | 1 comment
Now that everyone is back-to-school, we wanted to remind you of a great resource that is available to all subscribers on the RIA Match platform.
1 visitor like this article | Viewed 3731 times | 0 comment
Summary: First the rise of robo advisors, now a wild market with no end to volatility in sight – you can’t be blamed for wondering what’s next. But a little extra knowledge and confidence in your own skills can do wonders in helping you feel prepared for any challenge. For the advisor thinking about taking a refresher course or seeking a better understanding of their craft, we’ve compiled a syllabus geared toward sharpening skills and developing new ones.
0 visitor like this article | Viewed 3769 times | 0 comment
Summary: With the proliferation of digital technology in financial services, some fear the industry features a disruption as profound as online shopping had on the retail market. But research from Cerulli suggests this is unlikely to be the case. Instead, technology may actually increase demand for personalized financial advice from a human
1 visitor like this article | Viewed 10713 times | 0 comment
Summary: Despite rising revenue, profitability is falling, according to Kaleido’s research, because advisory firms are ‘spending money where they shouldn’t’
