Knowledge and Insight
Take advantage of the wealth of information in the Knowledge and Insight Digest. Read curated and organized industry articles.
How One Firm Used Technology To Grow To $1 Billion AUM
From WealthManagement.com
Added on August 2017 in Manage Your Practice
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Summary: When it comes to advisor technology, selecting a product is only the beginning. The real challenge comes in implementation and adoption.
Private equity investors zero in on the RIA business
From InvestmentNews
Added on August 2017 in M&A Issues
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Summary: Private equity has discovered the financial advice industry, which can represent a whole new set of opportunities — and challenges — for advisory firms.
Wirehouse Advisors: Why Are You Still Giving 50% To The House?
From LinkedIn Pulse
Added on August 2017 in Join an RIA
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Summary: Is it time for you to go independent? Wirehouses tend to have significant overhead, and as such, a large portion of your paycheck inevitably goes to the firm to cover management and expenses. Though striking out on your own may seem a little daunting in the short-term, in the long run there are many rewards that make it worthwhile
How to Improve the Client Experience
From WealthManagement.com
Added on August 2017 in Manage Your Practice
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Summary: When I consult with advisors, the first and last priority I hear from them is finding new ways to grow their business. Of course, bringing on new clients is important, but it’s also critical not to lose sight of existing ones. Too often advisors take for granted their current clients and assume strong portfolio performance alone will keep them happy. However, we know that investors care about more than just financial results.
RIA headcount, AUM on the rise as more firms embrace robo model
From Financial Planning
Added on August 2017 in Other Ideas
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Summary: The RIA sector is enjoying brisk growth in both personnel and assets under management, but remains dominated by small businesses that cater to specialized sets of clients, including a growing number of firms that are rolling out interactive digital advice services.
