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Summary: While initially seen as a competitor to advisers, many see the automated investment advice as a potential benefit for advisers in terms of helping them scale their practice and serve younger or mass affluent clients at a lower price.
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Summary: There are two categories of people: those who have been hacked and those who are going to be hacked. That’s what an FBI official in the agency’s cybercrime department told a standing-room-only client event on cybersecurity hosted last year by LJPR LLC, a Troy, Mich.-based registered investment advisor with roughly $700 million in assets under management
Added on April 2015 in Join an RIA
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Summary: In a recent article in Financial Advisor IQ, two reps that left Morgan Stanley, Brian Luts and David Greenleigh, discussed the benefits of moving from the wirehouse to Wells Fargo’s independent arm (FINET).
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Summary: Event planning can be challenging as you strive to master the right mix of expressing appreciation to existing clients and prospect for new business. The question most financial advisors ask us is, “Why don’t more clients attend my events and why won’t they bring a guest?”
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Summary: Financial advisors increasingly rely on product providers’ websites and Web support in managing their practices, but still encounter too many sites that are hard to navigate, have outdated content or content that is too generic or promotional, according to a recent report from Practical Perspectives, an independent consultant.
