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Summary: The third quarter saw another round of more than $100 million invested into robo-advisers by savvy investors hoping to change the world of wealth management. The core premise of every digital solution is that individuals can get educated, act rationally and do the right thing all by themselves.
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Summary: A vast majority of advisors are predicting a good market next year and a large group say they are excited about the prospects, according to an SEI Quick Poll of 463 advisors released Wednesday.
Added on December 2014 in Form an RIA
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Summary: One of the major themes in the independent financial advisory space in recent years has been the explosive growth of the hybrid Registered Investment Advisory (RIA) firm, a model in which advisors operate their own RIA firm for fee-based business, and simultaneously leverage a broker-dealer for commission-based products.
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Summary: As a financial advisor, it’s easy to get caught up in day-to-day activities, working IN your business instead of ON your business. But making an effort to help grow yourself personally and professionally cannot fall at the wayside.
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Summary: In recent years, there has been an increasing focus on succession planning, and an explosion in the number of consultants providing advice on merger and acquisition deals, and metrics about the deals themselves. Yet thus far, almost all of the guidance and "best practices" offered regarding succession planning focus almost exclusively on the veteran planner who is selling the business, and doesn't necessarily consider the buyer's perspective.
