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Summary: We’ve written a lot about New Year’s resolutions. We quoted Forbes with New Year’s Resolutions – Don’t Follow the 92% Rule and looked at PriceMetrix research in How 2016 Can Be the Year of the Advisory Business. My personal favorite was Advisors: What Are Your Anti-New Year’s Resolutions?, suggesting that since people don’t keep New Year’s resolutions, why not make ones that you won’t mind breaking – like not growing by referrals or not hosting a business-building event.
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Summary: When it comes to financial advisor technology, 2016 may go down as the year of data. Data analytics and account aggregation rose to a level of prominence and potential that had been overlooked for a long time - an exciting development.
Added on January 2017 in Form an RIA
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Summary: A relative newcomer to the general concept of rollups and strategic acquirers, TruClarity is making a deliberate push for midsize wirehouse brokers looking to breakaway as registered investment advisers.
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Summary: Less than a third of advisers “completely agree” that they are 100% prepared to deal with the outcome of a data breach at their firm, according to a recent study conducted by the Financial Planning Association and sponsored by TD Ameritrade Institutional.
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Summary: More than a third of the nation’s largest RIAs lost assets under management in the past year, including many of the largest firms, according to Financial Planning’s 6th annual RIA Leaders ranking.
