From RIA Match
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Summary: Annually we report on our subscriber data to provide insights to advisors as they refine their firm’s succession and strategic growth plans.
From Barron's Advisor Center
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Summary: BNY Mellon’s Pershing Advisor Solutions polled attendees at its Elite Advisor Summit last month and found that 84% of respondents did not change their pricing in 2017. More than half (58%) said they’re not feeling increased pressure from clients to lower fees.
From InvestmentNews
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Summary: Look around that desk of yours for a moment. Think about your personal relationships, your work, your family and even your own daily habits. Technology plays a role in every aspect of your life, sometimes without your even knowing it. We're in the midst of a paradigm shift — one that admittedly has made me think as much about the human condition as the technology changing it.
From IRIS
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Summary: Google continues to collaborate with user-friendly websites to provide an engaging experience. This is where Google and web analytics converge. If your website shows a heavy bounce rate, this might indicate a need to improve your website. Web analytics will help you monitor your incoming traffic and if it declines, you may need to improve how you position your website.
From OnWallStreet
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Summary: As more wirehouse advisors continue to break away from their firms, it's worth remembering that the majority of current wirehouse advisors will never fully embrace the independent model.
