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Summary: Americans are already moving money around through their smartphones — purchasing, banking, trading. Once used to this quick pace, mobile users are likely to jettison institutions that slow them down.
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Summary: Rookie advisors may have great personalities and a go-getter attitude, yet still fall short when it comes to bringing in new assets. To get them over the hump, advisor Andrew Ahrens has a formula. On the one hand, he spends considerable time working with the three new FAs at his Lafayette, La.-based practice, helping them build their professional networks. At the same time, he hands over some of his own clients to the newbies.
Added on February 2015 in M&A Issues
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Summary: Will these deals end in great success or in heartache? Advisors have every reason to be skeptical, but we see reasons to be optimistic about these business combinations. Here are our thoughts on each.
Added on February 2015 in Join an RIA
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Summary: While some aspects required in building an independent practice may not involve facing clients, they may be just as vital to generating equity value and sustaining success.
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Summary: As a financial advisor, how do you develop trust with a prospective client and within your organization? We regularly survey our clients and ask: What is the most important thing that makes you stay with us?
