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Summary: The global analytics firm expects RIAs and dually registered advisors combined will comprise 27.9 percent of total intermediated retail investor assets and 24.6 percent of advisor headcount by year-end 2018. As of year-end 2013 they made up 19.8 percent of total asset.
Added on December 2014 in Form an RIA
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Summary: Here’s how not to impress a banker if you’re a financial advisor seeking capital to build your business:Don’t say your plan is to acquire another advisory firm whose clients are paying a 1% asset management fee and you’ll now double your revenue by charging them the 2% fee you’re charging your clients.
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Summary: Every year we talk about formalizing our client referral process, increasing our market presence and setting other growth-related goals. But we start January 1 without real plans in place. What can we do this December to ensure we are successful with our resolutions?
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Summary: No more sneaking around. That was the out-loud message delivered by Brian Hamburger as he welcomed 500 advisors and the like to the annual MarketCounsel Summit in Las Vegas this week.
Added on December 2014 in Join an RIA
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Summary: The last six months have been full of transition. The first wave of change was graduating from William Paterson University in New Jersey and accepting a job as an associate financial adviser with FJY Financial in Virginia. My emotions were mixed; I was thrilled to be offered an amazing job at a prestigious firm, but I was nervous about leaving my family and friends to move to a new, unknown city.
