From Think Advisor
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Summary: Registered investment advisors reported record growth and profitability, according to the 2014 RIA Benchmarking Study by Schwab Advisor Services.Profits were highest since the study's inception in 2006.
From Financial Advisor Magazine
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Summary: Marketing events should not be confused with parties. If you are trying to grow profitably, a big event can be a terrific strategy or a money pit that takes a lot of time and funds away from other profitable endeavors.Here are five ideas for successful (and fun) event marketing.
From InvestmentNews
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Summary: It's not hard to see why robo-advisers are generating so much buzz: They purport to use powerful technology to deliver what they call tailored investment recommendations at a fraction of the cost of traditional investment managers. That's a pretty compelling proposition, especially for newbie investors.
From Financial Advisor Magazine
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Summary: Based on figures from Financial Advisor’s 2014 RIA survey, the good times kept rolling along as total asset growth jumped more than 20% last year among the 529 companies we measured. That’s up slightly from the nearly 19% growth during 2012, seemingly confirming that the RIA space is in a nice groove.
From Think Advisor
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Summary: As so-called "robo-advisors" continue to grow, offering their services to more and more consumers at a modest 0.15% to 0.35% cost, the question arises whether such services will ultimately be a threat to traditional advisors. Can human advisors survive in a world where robo-advisors commoditize the cost of passive strategic portfolio construction down to almost nothing? What can today's advisors do to fend off the threat?
