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Summary: With market volatility predicted to last throughout 2016, it’s more important than ever for financial advisors to reinforce and build their clients’ trust. One way advisors and the corporate marketing teams that support them can deepen relationships is to become more technologically agile so they can reach consumers who are now more mobile and digital
Added on March 2016 in Form an RIA
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Summary: The rule, which could have sweeping and unprecedented impacts on the advisory industry, would require planners who advise on retirement assets to place their clients' financial interests before their own.
Added on March 2016 in M&A Issues
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Summary: Registered investment advisory firms represented 40 percent of the buyers in the 84 M&A deals tracked by Schwab Advisor Services in 2015. That’s up significantly from 2012, when RIAs made up less than 25 percent of buyers, and down slightly from 41 percent in 2014.
Added on March 2016 in Form an RIA
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Summary: Securities and Exchange Commission Chairwoman Mary Jo White told lawmakers Tuesday that if the agency proposes a rule to raise retail investment advice standards, it may not mesh perfectly with a separate Labor Department rule that will soon be finalized.
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Summary: Your company culture grows stronger when you maximize the marketing power of its most valuable resource.Your employees could be your clearest competitive advantage if they become the kind of brand evangelist like the one I met last week on a Lyft ride.
