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Too Much To Do \- Too Little Time

Added on December 2019 in Plan for the Future
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Summary: My boss overcommits. She is very smart and extremely high-energy. We are in a sales-support function for a fairly large firm. The sales team tells us they need something and next thing we know, she is saying we’ll do it.

Fidelity: It's Never Too Late To Reevaluate Your Technology

Added on December 2019 in Plan for the Future
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Summary: Reevaluating your firm’s technology solutions, including a review of what integrations are available, is a valuable annual exercise, according to Fidelity Institutional’s Tricia Haskins, VP of digital strategy and platform consulting. That’s because each firm has different technology needs and there are a plethora of platforms designed to meet those needs. In fact, not even the custodian giants like Fidelity have all the answers, leaving room for smaller startups and new entrants into the advisor technology marketplace.

How RIA Owners Can Mentally Prepare For Their Retirement

Added on December 2019 in Plan for the Future
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SummaryIt’s no secret that RIAs, much like the broader financial services industry, have an exit planning crisis. One reason is that running a successful RIA is often very lucrative and the financial rewards can make it difficult for many owners to walk away. 

Meet Our Concierge Consultant, Grier Rubeling

Added on November 2019 in Plan for the Future
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Summary: My name is Grier Rubeling and I’m joining the RIA Match Concierge Team. I’m based out of the Raleigh-Durham area of North Carolina and I’ve been in the industry for over a decade working with advisors in client services, operations, and transition support. I look forward to assisting you in meeting your succession planning and growth goals. If you’re not familiar with the Concierge offerings that RIA Match provides, email me at concierge@riamatch.com to find out more

Diversity Doesn't End at Hiring

Added on October 2019 in Plan for the Future
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Summary: Among the challenges facing the financial services industry, one stands out to me: a historic inability to attract and retain diverse talent.

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