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Summary: When financial planners meet at industry conferences, they need a quick shorthand way to gauge how relevant a conversation with this interesting stranger would be. So the first question I hear them ask is ... What’s your AUM?
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Summary: There are nearly 60,000 financial advisors working as part of independent RIA firms and hybrid RIAs, according to Cerulli Associates. That's roughly double the level of participation about 10 years ago — with client assets at these firms growing nearly 9% per year during the past decade, as of year-end 2016.
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Summary: WealthManagement.com regularly surveys financial advisors as part of our ongoing benchmarking reports. Our most recent survey, completed by 522 representatives of registered investment advisory firms in July and August, focuses on marketing tactics these firms find most important, how they prioritize client communication and their changing attitudes about robo advisors—no longer seen as a threat, but adoption of the technology is still low.
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Summary: Walk around any generic wealth management conference and it shouldn’t take you long to notice that the industry has a diversity problem. The advisor population is overwhelmingly white, older and male.
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Summary:The FPA tapped an advisor with nearly 20 years' experience in financial services as its 2018 president-elect, choosing a career changer and military veteran, the association said Monday.
