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Advisors: How Can You Use Influencer Marketing?

Added on July 2017 in Thought Leadership
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Summary: Influencer marketing is the art of using paid endorsements from people who have attracted sizable and loyal audiences online. In a recent Digiday article about the real cost of influencer marketing, it stated that the going rate for an influencer recommendation was $1000 for every 100,000 Instagram followers they have. YouTube star Pewdie Pie, with his 50 million followers, earns a staggering $15 million dollars a year with endorsements and ad revenue. This is all to prove the point: influencer marketing is a very real thing.

For Some Advisers, Warnings on ID Theft, Hacking Threats Come From Experience

Added on July 2017 in Manage Your Practice
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Summary: Financial adviser Ross Levin recently received an email purporting to be from a client requesting a $50,000 wire transfer for a down payment on an investment property.

How RIAs Are Growing Assets as More Clients Withdraw Them

Added on July 2017 in Thought Leadership
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Summary: Despite challenges from the proliferation of robo-advisors and passive investment vehicles, the RIA business is growing at a fairly brisk pace. According to Schwab’s latest RIA Benchmarking Study, the median AUM for RIAs with $250 million or more in assets grew at a 10% compounded annual rate from 2012 through 2016, to $593 million from $358 million.

RIA Match Subscriber Infographic - July 2017

Added on July 2017 in Blog
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Summary: Annually we report on our subscriber data to provide insights to advisors as they refine their firm’s succession and strategic growth plans. This aggregated subscriber data offers insight into the trends and goals of over 3,600 advisors. Download our latest RIA Match Infographic where we provide a snapshot view of the subscriber’s participation, trends, and goals. We hope you find useful.

Latest Mercer move highlights hot M&A demand for smaller firms

Added on July 2017 in M&A Issues
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Summary: RIAs with less than $250 million in AUM remain highly prized in the red-hot M&A market. Mercer’s most recent transaction underscores the desirability of smaller RIAs.

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