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Summary: To get clients to understand and appreciate the value of professional financial advice, they must grasp two key metrics: what they are paying and what services are being provided for these fees. While this equation sounds simple enough, the evidence suggests most clients are not adequately equipped to make this assessment.
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Summary: VIDEO from Junxure Conference - Tricia Haskins, V.P., head of technology consulting at Fidelity Investments on how advisers are wading through a sea of complex technology decisions.
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Summary: Planning teams perform better than solo advisers, and it's not just a matter of two heads being better than one. Advisers who work together as a pair or even a larger team grow faster than advisers who work alone because they focus on the fundamental drivers that lead to more successful businesses, according to a PriceMetrix report released Tuesday.
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Summary: The summertime spike in market volatility failed to dent investors' willingness to invest — or invest more of — their assets with robo-advisers. Automated investment platforms saw a 57% increase in assets under management between December 2014 and July 2015, according to a recent Corporate Insight study, “Next Generation Investing 2015: Digital Advice Matures.
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Summary: Earlier this year, we surveyed over 1,000 registered investment adviser (RIA) firms about their technology usage, service offerings, and portfolio management styles, and then coupled the results with several different firm performance metrics.
