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Summary: There are tried and true ways to get new clients, but will that change in the new wealth management landscape?
Added on April 2015 in Join an RIA
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Summary: Do you remember your first day on your first job? I do, and I think it's an event that stays in almost everyone's memory bank. Hopefully, it is a fond memory. But some people doubtless have not-so-fond ones. Examples might include: the new manager who happened to be on vacation when you arrived, the HR department that could not locate your record, the quick handshake followed by a dreary day filling out forms, and lunch by yourself — once you found the cafeteria or a local spot.
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Summary: As technology becomes more nimble, commoditized and cloud-based, smaller firms seem to have gained an edge when it comes to serving their advisors.
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Summary: In the process, established and emerging robo-advisers have begun to mimic each other, either through similar features or by echoing statements ripping into their bigger competitors.
Added on April 2015 in Join an RIA
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Summary: Daniel Mock, 24, is highly educated, graduating college with a double major in economics and political science. He later added a master's degree in quantitative economics. But when he started his career as an associate adviser with FMB Wealth Management last year, he lacked the communication skills that some more seasoned advisers take for granted.
