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Summary: As business owners, RIAs are constantly evaluating their businesses and what they need to do to remain competitive today and in the future. In this constantly changing industry, the quest for ideas and insights to help inform these decisions has never been stronger.
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Summary: Wealth management technology provider Envestnet will lay out its future vision of the industry during its fifth annual Advisor Summit conference in Chicago.
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Summary: Over the past decade, many advisors have come to recognize that the ability to control how they run their business and service their clients is more attainable in the independent space. And they see significant value in being able to access the best of the industry’s resources (like shopping the Street for the best loan terms or investment options) and not being limited to their firm’s selection of offerings.
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Summary: I’ve learned to pay attention to the first 30 seconds when I visit a firm. In the approximately 350 offices I have visited, my first impressions are generally neutral to positive. On occasion, though, a few offices strike an exceedingly positive—or negative—note.
