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Summary: For the financial-market research firm, this helps explain a “surge” in HNW investors’ use of online brokers — a trend augmented, Cerulli’s Donnie Ethier says in a press release, by the channel’s improved HNW capabilities in recent years and their favor with “younger, tech-savvy wealth creators.”
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Summary: Financial advisors should target younger clients because they will grow faster and give advisors a fundamentally sounder book of business, according to PriceMetrix, a practice management and data services company.
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Summary: If you have good content, people will read it. But if you have great content, people will share it—and that's key if you want to exponentially grow your business. An effective social media strategy can single-handedly create a following of thousands—and a flow of prospective clients—in just a short period of time.
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Summary: The fee-only advice industry that emerged as brokers deserted a commission-reliant business model is now evolving, with advisers working out the best way to get compensated for their services.
Added on March 2015 in Form an RIA
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Summary: A lot of RIA firms have, in recent years, spent heavily on new technology to protect themselves against cyber attacks. But sometimes they use more money than sense, a panel of speakers at the Investment Adviser Association's compliance conference said.
