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Summary: The secret to crafting the most effective and productive teams is to make sure each individual has a specific role and responsibilities within the business, experts said. It also demands teammates have faith in each other.
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Summary: RIAs charging a fee based solely on a client’s assets under management are selling themselves short, Tom Nally, president of TD Ameritrade Institutional, tells InvestmentNews. Instead, Nally says, RIAs should be charging a percentage of clients’ net worth, the publication writes.
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Summary: Forming and then delivering an opinion is what professional advisers do for a living. With every client and every engagement opinions are created and expressed. Virtually every incoming phone call and email that arrives from clients demands another opinion.
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Summary: Many industry leaders turn to millennials to find that talent. However, many firms are not sure how to fully tap a millennial’s potential and some fear burning out their young employees.
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Summary: Research from InvestmentNews' annual benchmarking study shows that business development – a term for the formal prospecting and client acquisition process – becomes a necessary source of growth for independent advisory firms as they scale.
