From RIA Match
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Summary: Annually we report on our subscriber data to provide insights to advisory firm principals as they refine their firm's succession and strategic growth plans. A completed RIA Match profile includes comprehensive information from up to 72 data points. This aggregrated data offers insights from over 4,500 subscribers. Download the Subscriber Infographic where we provide a snapshot of the advisor types, trends and goals. Be curious and communicate with your matches!
From ThinkAdvisor
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Summary: The deadline for comments on the Securities and Exchange Commission’s sweeping advice standards package for brokers and advisors ended Tuesday, and at midday, comments were still streaming into the agency.
From InvestmentNews
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Summary: Diversity is​ viewed in very different ways by readers of InvestmentNews. This came into sharp focus when reading the responses to a survey on diversity we conducted in July as a sounding board for this week's issue.
From InvestmentNews
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Summary: After the historically low levels of volatility seen in 2017, many investors became accustomed to a lack of bumps in the market. However, the type of predictability simply has not held true so far in 2018.
From ThinkAdvisor
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Summary: Becoming financially literate goes a long way toward achieving financial security, and Google is increasingly facilitating this process for many Americans.
