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Summary: The median registered investment advisory firm had operating margins of 25% in 2016 and assets under management of $593 million, according to the latest RIA Benchmarking Study from Charles Schwab.
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Summary: To be or not to be on social media: That isn’t the question. Today, it’s a must for financial advisors to have a digital presence, and that doesn’t mean just putting up a website and hoping prospects will find it.
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Summary: Reports of fee compression among financial advisors are overblown, according to new analysis from Envestnet, whose software helps financial advisors manage client accounts and enhance their practices.
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Summary: It's that time of the year again! With summer's official start less than a month away, InvestmentNews has prepared a reading list for advisers comprised of recommendations from some of your top peers and experts. We asked for both professional and fun reads, with some insights into what makes these books so special.
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Summary: There are a lot of “coaches” out there; some very qualified in our industry and some…well not so much. I know this is not a crowded marketplace because there are more advisors who need help building their practices than there are coaches who can handle the business. I, on the other hand, feel there is a different area that advisors need help and very few are helping. It is how to run a successful business without killing yourself, getting a divorce, losing your soul, or being a terrible parent.
