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Summary: While some advisers may dismiss Mr. Robbins as “out of his element” when it comes to financial services, it's clear he's getting a crash course in our business from some of the world's sharpest thinkers.
Added on April 2015 in Form an RIA
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Summary: Advocates are gaining momentum in the already contentious debate over a new fiduciary standard, while opponents warn the rule-making process needs to slow down.
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Summary: Advisors tend to be numbers-driven and analytical in nature, so why don't more use Google Analytics to understand their website metrics?Our best guess is that it's jargon-rich, confusing and overwhelming. In an effort to provide users with all the data they’ll ever need, the analytics platform can make it difficult to find anything meaningful.
Added on April 2015 in Join an RIA
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Summary: It’s difficult to view your wirehouse’s culture as warm and nurturing when there’s a gun-toting branch manager breathing down your neck for sales. Jon Ten Haagen of Ten Haagen Financial Group says a broker he knew in the 1980s swore that was the case at a New York City office.
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Summary: Paul Saganey, the president and founder of Integrated Financial Partners, a fee-based financial services firm in Waltham, Mass., faced a situation that no executive ever expects. In the past year and a half, three financial advisors working for him passed away.
