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Summary:'My Story' is the perfect way to tell your firm’s value proposition. It appears at the top of your RIA Match Profile. We broadcast Featured “My Stories” to over 4,500 RIA Match subscribers. Best of all, ''My Story' is free to all subscribers! So, what are you waiting for? Write your ‘My Story’ today! We have suggestions for how to write a quick and easy ‘My Story
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From Mature Solo Practitioner in North Carolina
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Summary: Even if RIAs with less than $500 million in AUM aren’t ready to buy or sell, they should be assessing their M&A prospects, said Slater, vice president of practice management and consulting for Fidelity Clearing and Custody Solutions.
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Summary: A new report from Aite Group, Financial Planning at the Core: Current and Future Developments, finds that wealth management firms are embracing goals-based financial planning technology rather than the previous practice of separating goals-based and cash-flow planning software. Even firms that have heretofore focused on investment management for their high-net-worth clients are now embracing financial planning.
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Summary: Often when advisers meet with clients or prospects, they spend the majority of the time discussing portfolio construction, risk-adjusted rates of return and other minutiae that make the average person's eyes glaze over. Since technology has allowed much of that work to be automated and almost commoditized, advisers are likely much better off using meeting time getting to know their clients on a more personal level. Understanding what actually motivates the client can help advisers provide real and meaningful advice to help them meet their long-term personal and financial goals.
