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Summary: Merge your technology plan with your business plan – Many firms develop a plan or ideas to add value to their current business model, and then think about technology later in the process. Define upfront how technology should be used to support your ideas.
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Summary: Data aggregation is currently one of the hottest topics in the financial services industry. As technology evolves and robo-advisers attempt to snatch clients, advisory firms are seeking new ways to stay competitive.
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Now that everyone is back-to-school, we wanted to remind you of a great resource that is available to all subscribers on the RIA Match platform.
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Summary: suWccessful businesses is coming to an end. As boomers enter their 60s, many are seeking to liquidate and retire. A recent New York Times article highlights this trend, referencing how bankers and brokers say there’s a significant increase in sales from business owners in their 60s and 70s who are ready to turn their creations over to a new generation of owners.
Added on September 2015 in Join an RIA
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Summary: Lead financial advisers who have attained a CFA designation earned on average a median $147,743 in base salary and $30,000 in incentive-based compensation last year, 24% more than the total compensation for those with the certified financial planner mark and 23% more than advisers who also are certified public accountants, according to the 2015 InvestmentNews/Moss Adams Adviser Compensation and Staffing Study released Sept. 7.
