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Size Matters

Added on July 2017 in Other Ideas
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Summary: My Twitter feed and email recently blew-up when the new Schwab RIA benchmarking survey data was released.  This response caught my attention because in my experience these reactions were usually caused by a survey release from CerulliTiburon Strategic Advisors or Aite Group.  What was so unique about this year’s Schwab survey?  Is it the urban myth that size matters?  Let’s take a look.

In Age of Fintech, People are More Important than Ever

Added on July 2017 in Other Ideas
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Summary: According to a recent LinkedIn survey, 25% of finance professionals are worried about losing their jobs due to automation. Their fears are not misplaced, or unique to the industry. Just as technology hollowed out American manufacturing and eliminated the middle-man in commerce, it’s driving significant disruption and disintermediation on Wall Street.

Advisors: How Can You Use Influencer Marketing?

Added on July 2017 in Other Ideas
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Summary: Influencer marketing is the art of using paid endorsements from people who have attracted sizable and loyal audiences online. In a recent Digiday article about the real cost of influencer marketing, it stated that the going rate for an influencer recommendation was $1000 for every 100,000 Instagram followers they have. YouTube star Pewdie Pie, with his 50 million followers, earns a staggering $15 million dollars a year with endorsements and ad revenue. This is all to prove the point: influencer marketing is a very real thing.

How RIAs Are Growing Assets as More Clients Withdraw Them

Added on July 2017 in Other Ideas
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Summary: Despite challenges from the proliferation of robo-advisors and passive investment vehicles, the RIA business is growing at a fairly brisk pace. According to Schwab’s latest RIA Benchmarking Study, the median AUM for RIAs with $250 million or more in assets grew at a 10% compounded annual rate from 2012 through 2016, to $593 million from $358 million.

Median RIA firm had 25% operating margins in 2016: Schwab

Added on July 2017 in Other Ideas
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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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