From OnWallStreet
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Summary: Twelve months ago, I thought my entrepreneurial journey might be over. I was two months away from closing my RIA due to client attrition and low funds. It seemed the sensible option. I even had a safety net in the form of unsolicited job offers.
From CNBC
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Summary: Charles Schwab tracked how 1,000 Americans, aged 21-to-75, manage and use their wealth. Their survey assessed four main categories: Goal setting and financial planning; saving and investing; staying financially on track; and having confidence in reaching financial goals.
From Financial Planning
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Summary: When financial planners meet at industry conferences, they need a quick shorthand way to gauge how relevant a conversation with this interesting stranger would be. So the first question I hear them ask is ... What’s your AUM?
From Investment Advisor
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Summary: There are nearly 60,000 financial advisors working as part of independent RIA firms and hybrid RIAs, according to Cerulli Associates. That's roughly double the level of participation about 10 years ago — with client assets at these firms growing nearly 9% per year during the past decade, as of year-end 2016.
From WealthManagement.com
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Summary: WealthManagement.com regularly surveys financial advisors as part of our ongoing benchmarking reports. Our most recent survey, completed by 522 representatives of registered investment advisory firms in July and August, focuses on marketing tactics these firms find most important, how they prioritize client communication and their changing attitudes about robo advisors—no longer seen as a threat, but adoption of the technology is still low.
