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Summary: The investment-advice business is a good business to be in indeed: According to a recent study of all SEC-registered investment advisors, the number of firms, clients and assets under management have all showed healthy growth over the past year. The number of clients served by RIAs grew by 6.8%, or almost two million, to nearly 30 million.
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Summary: Despite tremendous growth in automated investing technology, there are still many advisors not willing to cede control of clients’ portfolios to a so-called robo advisor.
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Summary: Consolidation among financial advisory firms will not only continue in the coming years but also accelerate, according to LPL executives at the firm’s Focus 2015 conference in Boston. But as that industry trend continues, reducing the number of firms, LPL itself expects to recruit more advisors, especially in its RIA hybrid channel, its fastest growing.
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Summery: Summer has finally arrived, ushering in some welcome rest – and hopefully some time for a good book. Advisors and other wealth management execs share their top picks for planners. These titles cover all the bases, from practice management and leadership development to behavioral finance and personal finance.
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Summary: A person with a strong mind is someone who can predict the way they will respond to events in life so they can choose the better alternative. They can look back at how they’ve responded to situations in the past, learn from those experiences, and apply that knowledge to future ones.
