Added on August 2018 in Form an RIA
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Summary: Circle back to 2009: The financial crisis had barely passed, Barack Obama was inaugurated as president, and Bernie Madoff was sentenced to 150 years for his multibillion-dollar Ponzi scheme. Meanwhile, more than 24,000 financial advisors who changed firms that year worried that the days of outsized recruiting deals were going to be a thing of the past.
Added on August 2018 in Form an RIA
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Summary: If financial advisers agree social media is no longer an optional part of their business, it's time to start checking out some of the tools employed by the internet's "power users."
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Summary: The typical firm increased its client base nearly 8%, and median RIA revenue growth soared nearly 16%, the biggest percentage gain in seven years, according to TD Ameritrade Institutional's annual industry benchmarking study.
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Summary: I’ve been watching, with increasing dismay, the trend of non-financial planners taking over ownership of planning firms. We have private equity firms buying financial services firms, and financial services firms that are either going public or promising to as part of their rollup pitch to independent advisors. The distress became especially acute when Focus Financial Partners went public and raised just over $600 million from its new shareholders.
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Summary: Annually we report on our subscriber data to provide insights to advisory firm principals as they refine their firm's succession and strategic growth plans. A completed RIA Match profile includes comprehensive information from up to 72 data points. This aggregrated data offers insights from over 4,500 subscribers. Download the Subscriber Infographic where we provide a snapshot of the advisor types, trends and goals. Be curious and communicate with your matches!
