0 visitor like this article | Viewed 2962 times | 0 comment
Summary: The 2016 InvestmentNews Financial Performance Study of Advisory Firms – the advice industry’s only independently run benchmarking study– has now been fielded annually for over 20 years. Originally conceived by Mark Tibergian and for a long time published by Moss Adams LLP, the benchmarking study series has been owned and produced by InvestmentNews since 2009. This year’s report saw responses from nearly 250 independent advisory firms, who submitted in-depth data on the intricacies of their businesses.
0 visitor like this article | Viewed 3272 times | 0 comment
Summary: The most important word to advisors these days is fiduciary, according to Tom Giachetti, chairman of the securities practice at Stark & Stark.
0 visitor like this article | Viewed 2663 times | 0 comment
Summary: Once you’ve published a white paper, will people read it? Not necessarily. All too often, I see firms place all their efforts into research, writing and designing without giving any thought to how they’re going to promote it.
0 visitor like this article | Viewed 2920 times | 0 comment
Summary: Let me begin by saying that nothing great was ever built without a team. You and your venture, whatever it is, are no exception. You are going to need people to help you do this. And, they can’t be just any people, they need to be the right people and they have to be on- boarded properly to get them up to speed quickly so they can make a contribution.
0 visitor like this article | Viewed 3005 times | 0 comment
Summary: Operations departments are the first line of defense in the financial services industry — they ensure that client portfolios are properly managed, traded and kept secure day in and day out. Yet when the ops side of the business is doing its job well, clients may not even realize the function exists.
