From Iris
1 visitor like this article | Viewed 2864 times | 0 comment
Summary: Earlier this year, we surveyed over 1,000 registered investment adviser (RIA) firms about their technology usage, service offerings, and portfolio management styles, and then coupled the results with several different firm performance metrics.
From Think Advisor
0 visitor like this article | Viewed 2829 times | 0 comment
Summary: At first glance, it looks like financial advisors have it made. Demand is growing for their services while the supply of advisors is falling due to retirement. The Bureau of Labor Statistics forecast a 27% increase in financial advisor jobs through 2022 — more than twice the growth of employment overall.
From CNBC
1 visitor like this article | Viewed 2885 times | 0 comment
Summary: The assets under management of RIAs and dually registered advisors (RIAs also registered as brokers) have grown from almost nothing in the mid-1980s to just under $2.8 trillion at the end of 2013, according to data from research firm Cerulli Associates. In the last five years, AUM growth has averaged 14.5 percent vs. 9.4 percent for the entire industry.
From Financial Planning
1 visitor like this article | Viewed 3311 times | 0 comment
Summary: Pay levels across a variety of industry positions have increased steadily in recent years according to The 2015 FA Insight Study of Advisory Firms: People and Pay.
From Think Advisor
2 visitors like this article | Viewed 2964 times | 0 comment
Summary: This past weekend, I was discussing competitive risk with an advisor. It centered around the idea that with the volatile markets wake-up call we’ve had over the last few weeks, clients may be looking at other options or providers.
