Added on February 2017 in Join an RIA
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Summary: [Slideshow] Independence isn't for everyone. While it's demanding to run your own shop, hundreds of advisers have opted to take on the challenge — and reaped rewards. This report is a breakdown of the breakaway movement; which firms have been losing advisers, where are they choosing to go independent and how many assets are going with them.
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Summary: Most recently, an executive order was signed to halt the April 10th implementation of the Department of Labor fiduciary rule. Lawmakers are likely to continue the debate, as advocates endorse the benefits to consumers, while opponents look to revise certain provisions or repeal the ruling entirely.
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Summary: In today’s digital world, many registered investment adviser (RIA) firms are being forced to reassess their marketing and business development plans. Like other industries, the digital era is completely rejuvenating the way entrepreneurs and business owners are developing their marketing initiatives
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Summary: Time again I’ve witnessed first-hand how spending a good amount of time with the right people has helped me accelerate towards achieving my goals. I’ve never been a fan of networking just to network; those connections are often artificial and fruitless. Alternatively, here are some tips to leverage your existing network to help you and your friends get to the next level.
Added on February 2017 in Form an RIA
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Summary: Cybersecurity regulation is a murky patchwork, so advisors must take it on themselves to proactively work with clients. So writes Wall Street Journal columnist Norb Vonnegut, a wealth manager-turned novelist.
