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Summary: Apple and Google, the world’s most valuable brands, attained their status by delivering products and services that their clients desire, rather than what they need. Prior to Apple’s launch of the iPod, for instance, the average consumer only dreamed of carrying his entire music library in his pocket. But now, we take for granted the ability to play virtually any song ever recorded on demand.
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Summary: Do you plan to spend more on marketing this year? Apparently, your peers do. According to the latest TD Ameritrade Institutional RIA Sentiment Survey, RIAs expect to increase their 2017 marketing budgets by 27%.
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Summary: Our fourth annual 40 Under 40 project is under way, and we need your help to uncover top young talent in financial advice. InvestmentNews' goal each year is to find the stories that inspire the industry and illuminate its clearest path to future success, which depends on knowing who our next generation of leaders will be and what ideas are emerging from them.
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Summary: Advisors may have been feeling like they’re on winning teams lately, with the market up 7.5% over the past three months (as of February 28). But that has nothing to do with your skill; instead, it's called being in the right industry at the right time.
Added on March 2017 in M&A Issues
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Summary: Over 60% of RIAs who are considering an M&A transaction over the next five years plan to acquire a solo adviser, and 47% would like to take over a smaller firm's client accounts by buying its book of business, according to a survey of RIAs by FA Insight, a division of TD Ameritrade Institutional.
