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Summary: We recently worked with a financial advisor who had successfully grown his business in the past, only to see his sales eventually flatline. That’s a common situation for advisory firms.
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Summary: What he likes about technology, however, is that it allows the robots to do what they do best while planners are doing what they do best. With a team of only five, his two-year-old firm has grown to $200 million from $80 million in assets in two and a half years. He says he could add a zero to that figure while adding only two new employees.
Added on August 2018 in Join an RIA
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Summary: TD Ameritrade Institutional is continuing its efforts to attract and train the industry’s next generation of independent RIAs.
The firm recently announced its sixth annual NextGen RIA Scholarships of $5,000 each to 12 students pursuing bachelor’s degrees in financial planning, including two awards for students from underrepresented demographic groups.
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Summary:Ping pong tables, free snacks and sun salutations? These won't be good enough to vie for talent down the road. Time found that companies will roll out a new set of perks to attract workers, including self-driving cars and on-site barber shops.
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Summary: The 2018 RIA Benchmarking Study from Charles Schwab examines how the independent advisory industry remains on a growth trajectory, and how much new clients play a role in that growth.
