Added on December 2016 in Join an RIA
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Summary: The amount of time most financial advisers spend on marketing could be trimmed dramatically by developing a consistent and well-crafted social media presence, according to Josh Brown, chief executive at Ritholtz Wealth Management.
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Summary: Generation X remains largely invisible to financial service providers, who continue reaching out to serve baby boomers and millennials, but tend to forget about the 35 million people in between.
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Summary: Having spent a number of weeks speaking at, or chairing, various industry events – I’ve become aware how much focus there is on technology. FS firms in particular appear nervous about rise of FinTech/InsTech & convinced they should focus on digital & technology for growth.
Added on December 2016 in Form an RIA
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Summary: This is the third in a series of blog postings--Clark Explains the Industry--that explores the dynamics of, and the definitions around, the professional financial advice-giving industry.
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Summary: I spend a lot of time looking at alternatives and making decisions about our technology spend at United Capital. Often it comes down to a 'build or buy' decision — should we build a custom application that exactly suits our needs, or should we utilize off-the-shelf software and hope we get close enough?
