From Think Advisor
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Summary: Despite rising revenue, profitability is falling, according to Kaleido’s research, because advisory firms are ‘spending money where they shouldn’t’
From wealthmanagement.com
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Summary: Recently, the independent advisory world has been abuzz with the news of Curian Capital’s unexpected decision to close shop. In my 30 years in financial services, I have never seen such an abrupt decision to stop serving clients.
From wealthmanagement.com
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Summary: According to new data from Corporate Insight, online financial advisors increased their total assets under management by 11 percent in the first six months of 2015 to a total of $21 billion, even as markets remained relatively flat. Assets are up 34 percent since July 2014.
From Think Advisor
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Summary:The fastest growing segment of the financial advisor market is also the segment least dependent on outside support from asset managers, insurance companies and broker-dealers. That’s just one of many findings from Practical Perspectives’ latest survey on “Value Add Support to Financial Advisors.”
From Think Advisor
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Summary: Fifty-six percent of advisors responding to Hartford Funds’ third annual Advisor Anxiety Survey, released Monday, reported that they focused on attracting millennial clients “less than other age groups” or “not at all” even as they identified prospects in that category.
