0 visitor like this article | Viewed 3191 times | 0 comment
Summary: Soft skills have become something of a lost art across a number of industries, particularly in financial services. Emerging technologies like machine learning and artificial intelligence have led many firms to emphasize technical and analytical skills. Unfortunately, with that pivot often follows a shift away from the rapport between advisors and their clients or prospects.
Added on January 2019 in Form an RIA
0 visitor like this article | Viewed 3563 times | 0 comment
Summary: Happy New Year everybody! If you’re using these six phrases, stop before they become 2019’s newest clichés.
0 visitor like this article | Viewed 2848 times | 0 comment
Summary: Registered investment advisory firms, on average, increased assets and revenues by 18% in 2018, according to an annual survey of RIA sentiment conducted by TD Ameritrade Institutional. The firm cited market volatility and investors' preference for independent advice as key drivers of the gains, noting that 63% of advisers are somewhat or very optimistic about the economy for 2019 and 47% expect stock prices to rise.
0 visitor like this article | Viewed 3159 times | 0 comment
Summary:There’s nothing like a new year to inspire deep reflection.
On the one hand, Jan. 1 gives us the chance to look back and reflect on the past 365 days with their ups and downs. On the other hand, it spurs us on to look forward; to use our past losses to propel us to future wins.
Added on January 2019 in M&A Issues
0 visitor like this article | Viewed 3550 times | 0 comment
Summary: Veteran dealmaker Peter Raimondi just acquired a tax practice for his latest wealth management firm and hopes to purchase at least two RIAs by the end of the year. And he says there’s a good chance he won’t have to pay as much as he would have last year.
