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Summary:The RIA industry seems to be in a sweet spot: Demand for financial advice and planning is growing while the number of advisors is shrinking, but firms are also facing many challenges.
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Summary: If you’re following baseball this summer, you’re likely to hear talk about exit velocity. That’s the measurement of a baseball’s speed as it comes off the bat, right after the batter makes contact. Attaining a higher than average exit velocity is a primary goal for batters because heavy hitters have a better chance of reaching base.
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Summary: It is not uncommon these days to hear certain corners of the financial advice industry tout their fiduciary status as a major appeal among clients and potential clients.
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Summary: RIAs find themselves forced to keep up with a world changing on many fronts—an evolving client base, shifting regulations, new technological possibilities and demand for new services. Even as financial markets provide a tailwind for their firms, new technologies and new business models are surfacing to continuously challenge them.
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Summary: Effective marketing helped top registered investment advisors grow at twice the rate other firms did in 2017, according to an annual survey by Charles Schwab.
