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Summary: We find top performing firms have a disciplined approach to strategic planning that includes investing in technology that allows them to innovate and evolve their client service delivery as well as a human capital plan that can succeed beyond the first generation of own.
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Summary: Fidelity’s 2014 RIA Benchmarking Study found that RIA firms that have a formal marketing and business development plan; write and share internally and externally a shared corporate story; and have a clearly defined referral process outperform their advisory firm peers in client growth, AUM and revenue.
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Summary: Nearly every speaker at SIFMA's Private Client Conference talked about it. Almost every panel was asked about it. What was the hottest topic this year? Robo advisors.
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Summary: Fidelity Clearing and Custody announced a new partnership Wednesday with FirstPoint Financial, a subsidiary of Mariner Holdings that specializes in wealth management for emerging affluent investors, to help registered investment advisors profitably serve younger and less wealthy clients.
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Summary: As technology becomes more nimble, commoditized and cloud-based, smaller firms seem to have gained an edge when it comes to serving their advisors.
