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Survey Reveals Why the Ranks of RIAs Are Growing

From Think Advisor
Added on January 2014 in Thought Leadership
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Summary: “2013 AdvisorBenchmarking All-Channel Study,” was released last month by WealthManagement.com. The study polled some 2,400 financial advisors “across all channels,” identifying trends among “top performing advisors” (based on growth in AUM and profitability), and more importantly, differences between various advisor channels. Even with only a few data points, those “differences” reveal why the ranks of RIAs are growing, while most other advisor groups are shrinking.

The Biggest Threat to Firms That Serve the Wealthy

From Think Advisor
Added on January 2014 in Thought Leadership
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Summary: As high-net-worth investors work with greater numbers of financial professionals and gravitate toward boutique-like service models, such as RIAs, multifamily offices and state-registered trust companies, the pressure is on providers to attract new wealthy clients.

Much of 2013's Important News Arose From What Didn't Happen

From Investment Advisor
Added on January 2014 in Thought Leadership
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Summary: Looking back over the past year in the independent advisory world reveals that sometimes the most important events are those that didn’t happen. Bob Clark, Editor-at-Large at Investment Advisor Magazine shares his list of key non-events for advisors in 2013.

10 New Year's Resolutions from Advisors

From weathmanagement.com
Added on January 2014 in Thought Leadership
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Summary:WealthManagement.com asked advisors to submit their resolutions for 2014. Some are business-related, some personal. Some of them may even provide inspiration that you can use for your own practice.

Wealthy Clients With Young Kids: What Advisors Should Know

From Financial Planning
Added on December 2013 in Thought Leadership
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Summary: Take note this year of how often your clients’ holiday cards feature their children as the focal point. Children — particularly those still living at home — play a key role in the determining the values, priorities and mindset of their parents.
In fact, wealthy investors with young children share a number of key characteristics, needs and values that set them apart from childless clients and even empty nesters.
 

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