Knowledge and Insight
Take advantage of the wealth of information in the Knowledge and Insight Digest. Read curated and organized industry articles.
AdvoKate: NextGen RIA Scholarship and Grant Winners Invade the Big Apple
Added on August 2017 in Join an RIA
0 visitor like this article | Viewed 4424 times | 0 comment
Summary: For many, summer in the city is something to try to escape. Sure, it’s hot and humid, but it’s also my favorite time of year. For me, it has come to symbolize an infusion of new energy into the RIA world as we welcome and celebrate our NextGen RIA Scholarship and Grant winners.
How One Firm Used Technology To Grow To $1 Billion AUM
Added on August 2017 in Manage Your Practice
0 visitor like this article | Viewed 3711 times | 0 comment
Summary: When it comes to advisor technology, selecting a product is only the beginning. The real challenge comes in implementation and adoption.
Private equity investors zero in on the RIA business
Added on August 2017 in M&A Issues
0 visitor like this article | Viewed 4620 times | 0 comment
Summary: Private equity has discovered the financial advice industry, which can represent a whole new set of opportunities — and challenges — for advisory firms.
Wirehouse Advisors: Why Are You Still Giving 50% To The House?
Added on August 2017 in Join an RIA
0 visitor like this article | Viewed 4595 times | 0 comment
Summary: Is it time for you to go independent? Wirehouses tend to have significant overhead, and as such, a large portion of your paycheck inevitably goes to the firm to cover management and expenses. Though striking out on your own may seem a little daunting in the short-term, in the long run there are many rewards that make it worthwhile
How to Improve the Client Experience
Added on August 2017 in Manage Your Practice
0 visitor like this article | Viewed 3918 times | 0 comment
Summary: When I consult with advisors, the first and last priority I hear from them is finding new ways to grow their business. Of course, bringing on new clients is important, but it’s also critical not to lose sight of existing ones. Too often advisors take for granted their current clients and assume strong portfolio performance alone will keep them happy. However, we know that investors care about more than just financial results.
