Added on January 2018 in Join an RIA
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Summary: In a world where ensuring asset growth and gaining scale is important to every firm, you are on the radar of every recruiter and manager in your market.
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Summary: Three out of four U.S. consumers in a survey who worked with a financial advisor said they were more confident in their financial future as a result of the relationship, Million Dollar Round Table reported Tuesday.
Added on January 2018 in Form an RIA
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Summary: The DOL fiduciary rule implementation has been delayed. While consumer advocates applauded the new oversight, very few within the wealth management industry felt the regulation was anything but awkward and clunky. Fewer still believe that nonretirement accounts should have a different, lesser standard of care than retirement accounts.
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Summary: Collectively, the financial services industry and, more specifically, the members of and advocates for the financial planning profession have done an atrocious job of articulating the value we provide. There are certainly exceptions to this rule, but on the whole, I think most of us can agree that we can do a lot better.
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Summary: The last couple of years have seen fintech upstarts forge successful partnerships with incumbent financial institutions to better the industry from the inside out. But it wasn't always this way.
