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RIA Channel Should See Healthy Asset Growth By 2018

Added on December 2014 in Thought Leadership
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Summary: The global analytics firm expects RIAs and dually registered advisors combined will comprise 27.9 percent of total intermediated retail investor assets and 24.6 percent of advisor headcount by year-end 2018. As of year-end 2013 they made up 19.8 percent of total asset.

The MarketCounsel Summit gets the RIA business out of its shell

Added on December 2014 in Thought Leadership
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Summary:  No more sneaking around. That was the out-loud message delivered by Brian Hamburger as he welcomed 500 advisors and the like to the annual MarketCounsel Summit in Las Vegas this week.

Mark Cuban, Even Chris Cox Condemn SEC as 'Rogue' Agency

Added on December 2014 in Thought Leadership
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Summary: Can U.S. investors obtain justice? The discouraging answer is that if you’re a billionaire prepared to give up five years of your life waging a full-court defense, then justice might eventually prevail.

Tony Robbins gets advisers talking at the 2014 MarketCounsel Summit

Added on December 2014 in Thought Leadership
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Summary: Tony Robbins brought his message championing independent advisers and a fiduciary standard on the road, taking the stage at the 2014 MarketCounsel Summit in Las Vegas, Nevada. His comments got advisers talking on Twitter, and we've pulled together a collection of the top tweets about Mr. Robbins' turn in the spotlight at MarketCounsel.

Best financial advice blends technology and human touch

Added on December 2014 in Thought Leadership
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Summary: As more online-only wealth management platforms, commonly referred to as  robo-advisors, crop up in the marketplace, investors find themselves with a wider array of investment advisory and portfolio management options than ever before.

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