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Summary: Digital advisor platforms, commonly referred to as B2B robo advisors, are here to stay.The question is no longer will these platforms survive but rather which one a financial advisor should choose.
Added on December 2015 in Join an RIA
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Summary: For advisors considering the RIA space, a few lessons learned on the client side are key to a successful transition.
Added on December 2015 in Join an RIA
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Summary: Financial advisers are earning a pretty penny, even though most haven’t seen much of a leap in compensation over the past two years. But it isn’t just advisers pulling down six figures — high-paid administrative executives and technical specialists abound at the modern advisory firm.
Added on December 2015 in Join an RIA
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Summary: This year brought some of the biggest moves in recent memory. On Wall Street reported more than two dozen teams managing $1 billion or more in client assets switched firms. By comparison, less than 10 such teams made a move last year.
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Summary: Many so-called experts have given their 2016 predictions: “Brace yourself for volatility,” “Be prepared for a downturn,” and so on. All are focused on the short term. Financial gurus such as Larry Fink and Warren Buffett are long-term thinkers. In fact, Fink has been on a crusade against short-term thinking, which he refers to as “short-termism.”
