0 visitor like this article | Viewed 2652 times | 0 comment
Summary: Super RIAs dominate the industry to such an extent that they can drive changes in wholesaling and other third-party services, according to new research by Cerulli Associates. Even so, challenges caused by their very size undermine their superiority.
Added on November 2017 in Join an RIA
0 visitor like this article | Viewed 3973 times | 0 comment
Summary: Our annual schools listing, listed in alphabetical order, is drawn from a Financial Planning survey of colleges and universities that offer CFP Board-registered degree programs. Images courtesy of the schools.
Added on November 2017 in Join an RIA
0 visitor like this article | Viewed 3764 times | 0 comment
Summary: In my role as vice president, field development at Commonwealth Financial Network®, I talk to a lot of financial advisors about how our firm can help them build the business they've always wanted. For advisors already in the independent channel, the conversation is often relatively straightforward: they want to know if we can give them what their current broker/dealer isn't delivering. These folks are used to running their own show and primarily looking for a better support system to help them do it.
0 visitor like this article | Viewed 2703 times | 0 comment
Summary: This is often referred to as having a “Unique Selling Proposition”, or USP. While the concept has its detractors there is no doubt in my mind that in professional services those who position themselves better through clearly articulating why they are the right choice for certain consumers tend to do get a lot more business.
Added on October 2017 in Join an RIA
0 visitor like this article | Viewed 4168 times | 0 comment
Summary: Morgan Stanley's decision to leave an industry agreement known as the protocol for broker recruiting is an indication that the firm is working harder than ever to prevent its brokers from jumping ship, industry sources said.
