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Summary: In the long running battle over whether someone who gives professional advice is an "adviser" or an "advisor," the "o" side is clearly winning. An InvestmentNews survey of more than 550 readers found that nearly 83% refer to themselves as an "advisor," versus 17% who call themselves an "adviser
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Summary: Media exposure can help your practice in a number of ways — it can improve credibility, provide free exposure and give you a solid voice in the profession. I’m very fortunate to have created a decent media presence over the years, through consistent and thoughtful work.
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Summary: We’re hearing from advisors that integration is oversold and undelivered so often, they now think it’s simply lip service. They’ve been promised over and over again that a software solution will integrate with their custodian. But if the custodian hasn’t fully committed to developing seamless functionality or bi-directional data, the solution doesn’t work. If the advisor has to make the connections, the effort is doomed to fail.
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Summary: Developing the next generation of talent and worries over cybersecurity are the top priorities for RIAs, according to a just-released Investment Adviser Association and Cerulli Associates poll.
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Summary: While the Financial Services Institute will always be laser-focused on our mission of advocacy on behalf of our members, we have also come to play another very important role: that of a think tank for the independent financial services community. As part of that crucial role, we realize we have a responsibility to help strengthen our community wherever we can, and help it prepare to thrive in the years ahead.
