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Summary: When advisors told Fidelity that its next RIA benchmarking study should focus on pricing strategies, they wanted the findings to show that “everything’s fine; they could continue down a path of inertia,” recalled David Canter.
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Summary: Innovation is the lifeblood of any industry. An industry where innovators are few and new ideas die before seeing the light of day is an industry that will wither. That is why InvestmentNews is recognizing icons and innovators in this issue.
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Summary: I’ve heard advisors define their client portal needs by stating they want to deliver an “amazing client experience.” When I ask advisors to describe that, the answers aren’t clear. Let me help you – your client experience will be as amazing as the data is accurate, the information is useful, and the story is understandable.
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Summary: Financial advisers might not feel the increased pressure on fees this year, or next, but it is coming, according to the 2016 Fidelity RIA Benchmarking study.
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Summary: In the face of escalating regulation, increased commoditization, and fewer people entering the profession, the advisory business is undergoing many changes. BNY Mellon's Pershing Advisor Solutions chief executive officer, Mark Tibergien, and BNY Mellon's global head of segment and technology marketing, Kim Dellarocca, have co-authored a new book challenging commonly-held industry assumptions and put forth a strategy for building an enduring wealth advisory business.
