From IRIS
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Summary: A person with a strong mind is someone who can predict the way they will respond to events in life so they can choose the better alternative. They can look back at how they’ve responded to situations in the past, learn from those experiences, and apply that knowledge to future ones.
From WealthManagement.com
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Summary: The indpendent advisory space is maturing. Many of the 1,000 registered investment advisors surveyed in Charles Schwab’s 2015 Benchmarking Study surpassed 20 years in business, and and reported all-time high revenue and profitability.
From WealthManagement.com
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Summary: RIAs have drawn advisors and assets from the wirehouses and other brokerage segments at an impressive pace; Aite Group, the Boston-based research firm, notes the independent RIA channel is the only one in the industry to grow market share since the crash, taking a 13.7 percent share of $17 trillion in client assets in 2013.
From Financial Advisoor Magazine
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Summary: If you ask five registered investment advisor firms what’s the secret to their success, you might get five—or six, seven or maybe more—different answers. That’s because the possible paths to success in the RIA space are varied, and success seemingly has been the order of the day according to Financial Advisor’s 2015 RIA survey.
From Investment Advisor Magazine
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Summary: Thirty years ago, Bob Veres gave me my first job as a financial journalist. Since then, I’ve grown to respect both his insight into the financial services industry and his commitment to the profession of independent advice. Over the years, Bob’s been right about a lot things: but like most of us, he hasn’t been right about everything.
