Added on January 2014 in Form an RIA
1 visitor like this article | Viewed 4156 times | 0 comment
Summary: While Hispanic and African American adults say it’s in the best interest of financial advisory firms to hire more minority advisors, they are less concerned that their own personal advisor be the same ethnicity or race, according to a new survey by Edward Jones.
Added on January 2014 in Form an RIA
1 visitor like this article | Viewed 4546 times | 0 comment
Summary: The growth of the RIA channel can be attributed primarily to the entrepreneurial spirit of financial advisers who decided they wanted to take on the risk/reward scenario of being a business owner in addition to becoming a financial adviser. Many advisers find the RIA model attractive, given the fiduciary construct, the ability to have control, the client experience and the fee-based orientation of the channel.
1 visitor like this article | Viewed 3595 times | 0 comment
Summary:They don't care where you went to school or what certificates hang on your wall. But once you win them over, wealthy young clients may be your biggest advocates and your best customers.
1 visitor like this article | Viewed 3213 times | 0 comment
Summary: Looking back over the past year in the independent advisory world reveals that sometimes the most important events are those that didn’t happen. Bob Clark, Editor-at-Large at Investment Advisor Magazine shares his list of key non-events for advisors in 2013.
Added on January 2014 in Join an RIA
1 visitor like this article | Viewed 3684 times | 0 comment
Summary: Recent graduates may want to consider a move to the midwest if they’re looking to get a job. The most recent Fullbridge Program index of College Graduate Employment shows many of those states are the least competitive for getting a job, while the nation’s capital remains the toughest spot to find work.
