Added on September 2016 in Form an RIA
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Summary: There is always a dark side to success. The RIA market has been booming for years, consistently taking assets away from the traditional bank/wirehouse community, and now manages nearly $3 trillion in assets.
Added on September 2016 in Join an RIA
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Summary: Certified Financial Planner Board of Standards, Inc. (CFP Board) announced on Tuesday that there are more than 75,000 active CFP professionals, which marks the “highest number of CFP professionals ever,” according to the announcement.
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Summary: Writing a book can do big things for financial professionals. Books reinforce the credibility of the author and can help establish the author as a thought leader and authority figure in the eyes of potential clients, plus it gives you an invaluable marketing and lead generation tool.
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Summary: Here are seven trends we expect to be at the top of RIA agendas next year. Most firm leaders know that to be successful, you can’t do too many things at once. Fidelity recently hosted a meeting of over 20 RIA firms in Boston, and the consensus was overwhelming: focusing on just a few key action items is the best way to help drive measurable results for your firm.
Added on September 2016 in Form an RIA
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Summary: The most common concerns are the ability to convert clients and overall financial uncertainty. However, if advisers identify the clients who are most reachable and profitable, along with creating a differentiator to separate themselves from other firms and independent advisers, the overall goal of flying solo is attainable.
