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Summary: Hearsay Social says many financial services firms need to grow up, in a matter of speaking, to boost their business impact via Facebook, LinkedIn and Twitter. Early Wednesday, it launched a benchmarking tool that can be used to guide firms to make such improvements: the Social Business Maturity Model.
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Summary: Recently, the independent advisory world has been abuzz with the news of Curian Capital’s unexpected decision to close shop. In my 30 years in financial services, I have never seen such an abrupt decision to stop serving clients.
Added on August 2015 in Form an RIA
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Summary: While becoming a Registered Investment Advisor (RIA) is an excellent way to deliver a differentiated experience to your clients, and potentially accelerate the growth of your business—building assets in your own firm and creating enterprise value from day one, it is also a big step.
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Summary: Most people prefer the view from a mountain—not a flat plain. In fact, the only people who like the view of a plain are the people on top of the mountain. By the same reasoning, not everything is equal in a company, nor should it be. Entrepreneurs sometimes treat employees like children. They feel this sense of responsibility for all of them and the desire to treat all of them as equal.
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Summary: Most financial advisors target high-net-worth clients. It is, after all, where the money is. But some advisors find that helping clients with less money can return benefits to them — both in strengthening ties to the next generation and in giving back to the community. The challenge, say advisors, is integrating such clients into existing practices in efficient and affordable ways.
