From IRIS
Added on November 2016 in Other Ideas
3 visitors like this article | Viewed 82 times | 0 comment
Summary: A unique characteristic about the RIA community, and one I admire most, is the collective thought leadership voice that provides continuing guidance and direction. I was reminded of this fact while attending a recent Fidelity Inside Track conference panel with 5 prominent industry experts who discussed the topic of ‘Looking Forward: Insights on Creating Future-Ready Firms’.
From Financial Advisor IQ
0 visitor like this article | Viewed 67 times | 0 comment
Summary: The Department of Labor’s fiduciary rule for retirement-account advisors, which takes effect in April next year, requires FAs to understand their books of business as never before.
From On Wall Street
0 visitor like this article | Viewed 75 times | 0 comment
Summary: Advisory firms that seek continuous growth will at some point have to bring new advisers on board, but how do they go about doing that?
From eFinancialCareers
Added on November 2016 in Join an RIA
1 visitor like this article | Viewed 99 times | 0 comment
Summary: How much time should you spend searching for a job? Well, that depends. As simple a process as this sounds, there are variables depending on which financial sector you work in, your level of seniority and whether you’re on the market or gainfully employed. Here’s how to tell how you’re spending too much, or too little, time on searching for a new role.
From WealthManagement.com
0 visitor like this article | Viewed 71 times | 0 comment
Summary: Introductions are the most powerful form of word-of-mouth marketing. Our research on elite financial professionals and affluent investors continues to reinforce this fact. When one person intentionally introduces a service provider to someone they know, the credibility transfer speeds up the entire sales process.
