0 visitor like this article | Viewed 3887 times | 0 comment
Summary: Several years ago, the John S. and James L. Knight Foundation decided to start investing portions of our multi-billion-dollar endowment with firms owned and managed by women and people of color.
0 visitor like this article | Viewed 3858 times | 0 comment
Summary: Google can be a powerful addition to advisers’ marketing strategy, but only if they know how to use keywords effectively. Advisers have to spend advertising dollars on search terms that everyday people use when looking online for help with money.
0 visitor like this article | Viewed 4149 times | 0 comment
Summary:It's easy to "grow" as an advisory firm when equity markets are rising. But when you look at registered investment advisors that are truly growing organically—and not simply riding the wave of a bull market—some interesting attributes emerge, according to Dimensional Fund Advisors' most recent RIA benchmarking study. The asset management firm's study compared firms in the top quartile of growth rates with firms in the bottom quartile.
0 visitor like this article | Viewed 3752 times | 0 comment
Summary: During BNY Melon Pershing’s RIA Symposium in Chicago, Gabriel Garcia, managing director, Advisor Solutions for the firm presented some of the myths floating around the business, and whether they are true or not.
0 visitor like this article | Viewed 3809 times | 0 comment
Summary: As both an advisor and therapist, Susan Zimmerman thinks a lot about handling tough conversations with clients — and how to dissuade their fear of the unknown.
