From RIA Match
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Summary: It’s hard to believe that it’s been 5 years since we launched RIA Match. Our last blog focused on the importance of ‘Being Curious’ – a key trait we found among our most active and successful subscribers. In this blog, we focus on our own curiosity themes that we’ve seen between the buyer and seller relationship over the past 5 years and some key takeaways:
From Barron's Advisor Center
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Summary: The challenge for established firms is upgrading portfolio accounting and reporting legacy software that contains many years of transactional data for thousands of accounts. With so much important client data at stake, advisors attempt to tackle the legacy dilemma by keeping their current technology. Let’s review a couple of questions I’ve heard from advisors.
From InvestmentNews
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Summary: Making sure your organization has a distinct culture that both seeks and values contributions from employees is one of the most important things you can do when building and growing a business. As Harvard Business Review author Rob Markey states, "Loyal, passionate employees bring a company as much benefit as loyal, passionate customers.
From IRIS
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Summary: There is no shortage of advice for RIAs on marketing to the millennial generation, and financial services firms are increasingly catering to the next generation of wealth builders. While it’s vital to devote an increased share of business development efforts on the generation, it’s just as important to be actively cultivating millennial talent internally, as well.
From FPA
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Summary: Collectively, the financial services industry and, more specifically, the members of and advocates for the financial planning profession have done an atrocious job of articulating the value we provide. There are certainly exceptions to this rule, but on the whole, I think most of us can agree that we can do a lot better.
