0 visitor like this article | Viewed 3637 times | 0 comment
Summary: Join Our Firm. We want to add experienced advisors to our hybrid RIA. Join our RIA and move into our available office space with your siloed practice. Pay a fee for office space and shared costs. We work with multiple custodians, an accommodating bd and insurance companies. We have strong technology and compliance. We collaborate on challenges and ideas. Send us a msg!
Added on April 2019 in Form an RIA
0 visitor like this article | Viewed 4218 times | 0 comment
Summary: Broker/dealers and their reps doing business in New Jersey should be required to operate under a higher standard that currently applies to investment advisors, according to a new proposed rule released yesterday by the state's Bureau of Securities. The rule would require all financial advisors registered in the state to act as fiduciaries, making New Jersey one of the first states to propose a uniform fiduciary standard for all financial services professionals.
0 visitor like this article | Viewed 3789 times | 0 comment
Summary: Whether we like it or not, every one of us has built-in internal biases. One of the most basic is linked to answering the following question: “Are you an average financial advisor?”
0 visitor like this article | Viewed 4190 times | 0 comment
Summary: While technology helps with practice efficiency and profitability, advisers acknowledge that clients are the prime beneficiaries of technology improvements. In Oranj's 2018 research report, Digital DNA 2.0, advisers say improved client-facing services and interactions, as well as more efficient and impactful reporting, are the top benefits they seek when evaluating technology.
0 visitor like this article | Viewed 4152 times | 0 comment
Summary: Social media helps firms and advisors distinguish their brand, provide quick customer service, gain competitive intelligence, and stay ahead of trends, according to research conducted by Smarsh, a financial archiving firm. In fact, the amount of advisors reporting a gain in business through social media reached 92% in 2018, up from 49% in 2013, according to Putnam Investments. In the same time period, personal and business use of social media by advisors increased 10 basis points from 73% to 83%.
