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Summary: Advisors tend to be numbers-driven and analytical in nature, so why don't more use Google Analytics to understand their website metrics?Our best guess is that it's jargon-rich, confusing and overwhelming. In an effort to provide users with all the data they’ll ever need, the analytics platform can make it difficult to find anything meaningful.
Added on April 2015 in Join an RIA
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Summary: It’s difficult to view your wirehouse’s culture as warm and nurturing when there’s a gun-toting branch manager breathing down your neck for sales. Jon Ten Haagen of Ten Haagen Financial Group says a broker he knew in the 1980s swore that was the case at a New York City office.
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Summary: Paul Saganey, the president and founder of Integrated Financial Partners, a fee-based financial services firm in Waltham, Mass., faced a situation that no executive ever expects. In the past year and a half, three financial advisors working for him passed away.
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Summary: Nearly every speaker at SIFMA's Private Client Conference talked about it. Almost every panel was asked about it. What was the hottest topic this year? Robo advisors.
Added on April 2015 in Form an RIA
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Summary: The SEC has elevated Office of Compliance Inspections and Examinations Deputy Director Marc Wyatt to to acting director of the unit, which is responsible for examining financial advisors.
