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Summary: Unless you live in rural Afghanistan, you’re probably aware of the current conversation going on in the independent advisory industry about whether flat retainer fees might be better for clients (and advisors) than AUM fees.
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Summary: If you want to find the next generation of talented advisors, you may need to know which schools are educating them.
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Summary: Hearsay Social says many financial services firms need to grow up, in a matter of speaking, to boost their business impact via Facebook, LinkedIn and Twitter. Early Wednesday, it launched a benchmarking tool that can be used to guide firms to make such improvements: the Social Business Maturity Model.
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Summary: Recently, the independent advisory world has been abuzz with the news of Curian Capital’s unexpected decision to close shop. In my 30 years in financial services, I have never seen such an abrupt decision to stop serving clients.
Added on August 2015 in Form an RIA
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Summary: While becoming a Registered Investment Advisor (RIA) is an excellent way to deliver a differentiated experience to your clients, and potentially accelerate the growth of your business—building assets in your own firm and creating enterprise value from day one, it is also a big step.
