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Summary: A big difference exists between simply growing and growing well. Growth was fairly commonplace among the record number of participants in this year's FA Insight study. Nearly three-quarters of firms characterized their recent growth as “significant.” Just one-third of all firms, however, managed to achieve sustainable growth and avoid any related negative side effects.
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Summary: For the second of a series of special reports on the Crossroads the financial advice business is facing, InvestmentNews asked the industry's top practice management experts one question: How will running a financial advisory practice be different in five to 10 years?
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Summary: It's not hard to see why robo-advisers are generating so much buzz: They purport to use powerful technology to deliver what they call tailored investment recommendations at a fraction of the cost of traditional investment managers. That's a pretty compelling proposition, especially for newbie investors.
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Summary: He fought the Securities and Exchange Commission and the agency lost — in other words, Mark Cuban is just Brian Hamburger’s kind of guy. More to the point, Cuban, the 55-year-old owner of the Dallas Mavericks is a dream choice to speak at the securities attorney’s annual conference, the MarketCounsel Summit, an agglomeration of RIAs that answer to the SEC for their every move on behalf of clients.
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Summary: Many fee-only registered investment advisory firms are sitting pretty after strong growth in 2013, when rising markets perked performance across the board. But don't get too comfortable, industry experts warn.
