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Summary: If we go by net new assets (and stripping out market growth), how much is your firm actually growing? If you look at most industry benchmarks, top RIAs are growing by more than 15%. If you are not growing by that amount, why not?
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Summary: We break down the data by firm, assets and advisers.
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Summary: Employment may be up, but with wages still under pressure and the cost of living continuing its steady upward climb, newly minted graduates would be well advised to stack the deck in their favor when launching their new careers.
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Summary: With new innovations happening each day, it can be difficult for advisors to find technology that balances their need to maximize their efficiency and brand with the need to perform routine due diligence.
Added on May 2019 in M&A Issues
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Summary: It’s a difficult question because honestly there are advisors today who aren’t taking advantage of the tools that are available to scale their businesses. Far too many advisors haven’t reinvested in technology and continue to rely on legacy systems. The RIA community started to evolve in the ‘70s and ‘80s, so it’s an aging community. And the older advisors are less comfortable embracing the latest and greatest.
