From Financial Planning
0 visitor like this article | Viewed 3992 times | 0 comment
Summary: Year-over-year, an increasing number of the most successful RIAs and fee-based advisors say Generation X investors will be their primary target over the next 12 months — and a top driver of profitability for their practice. But Gen Xers have clear preferences that make them unique, especially when it comes to technology, the human touch and the importance of trust.
From WealthManagement.com
0 visitor like this article | Viewed 4402 times | 0 comment
Summary: The ball doesn’t lie, and neither does the math. As an industry, our client acquisition rate has slowed from 7.1 percent in 2014 to 5.8 percent in 2016, asset growth has dropped from 10.6 percent in 2014 to 8.9 percent in 2016, and revenue growth has deteriorated from 14.4 percent to 6.6 percent over the same period, according to the 2016 FA Insight Study of Advisory Firms by TD Ameritrade.
From InvestmentNews
0 visitor like this article | Viewed 4200 times | 0 comment
Summary: More than a quarter — 28% — of advisers who are within 10 years of retirement are unsure about succession, posing a problem for all channels of the advice business, according to a new study by Cerulli Associates.
From PFI Advisors
0 visitor like this article | Viewed 4179 times | 0 comment
Summary: [Blog] As a consultant to both breakaway advisors and RIAs, some may question my title to this article, and others may question my timing, as “The Enduring Advisory Firm: How to Serve Your Clients More Effectively and Operate More Efficiently” was released over a year ago. To the first point, any RIA struggling with profitability in…
From InvestmentNews
0 visitor like this article | Viewed 3907 times | 0 comment
Summary: What advisers do best is help their clients with the uncertainties of their financial lives. This year has already brought more unpredictability to the table, and many Americans are wondering if they need to reassess their financial plans. Here are three topics that may be worrying your clients in 2018, and some ideas on how you can approach them..
