0 visitor like this article | Viewed 7190 times | 0 comment
Summary: The majority of RIA firms — 78% — expect their assets under management to rise in 2018, with nearly half saying assets will grow faster than in 2017, according to a telephone survey of advisers conducted for TD Ameritrade.
0 visitor like this article | Viewed 18957 times | 0 comment
Summary: Yes, this is another column about New Year's resolutions. But this is the one you should read all the way through, because unlike those others, these suggestions are easy to do and the resulting habits are easy to keep. And who doesn't like to cross something off their list right away?
Added on January 2018 in Join an RIA
0 visitor like this article | Viewed 4001 times | 0 comment
Summary: It’s almost comical. One hundred percent of former wirehouse or regional-brokerage advisors in the independent RIA channel are happier for having made the move. That’s according to a blind survey of 450 FAs by Dynasty Financial Partners — a sponsor that, as an infrastructure provider to breakaway RIAs, has to be pleased with the result.
0 visitor like this article | Viewed 2531 times | 0 comment
Summary: The Certified Financial Planner Board of Standards said Monday that the number of CFPs has reached 80,000, with a record 1,250 women certified in 2017.
0 visitor like this article | Viewed 2627 times | 0 comment
Summary: We see financial advisors on a daily basis who say they would like to grow their business but when it comes right down to it, they are reluctant to change how and with whom they do business.
