From Advisor Perpectives
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Summary: Over 90 advisors responded to a survey I conducted earlier this year with Advisor Perspectives. Here are the important insights into which activities help find new business for RIAs and IBDs.
From InvestmentNews
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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.
From InvestmentNews
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Summary: For newly created Registered Investment Advisor (RIA) firms, the first 90 days after launch can be both exhilarating and daunting in equal measure. On the one hand, firms get their first taste of independence as they begin to shape a new enterprise and new culture to match their vision. On the other hand, the first few months are pressure-packed with decisions they are now responsible to make as business owners regarding people and processes, client retention and everything from compliance to desktop technology.
From IRIS
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Summary: My personal experience with an executive coach changed my life. That is a powerful statement, I know. But it is sincere. I am truly overjoyed by the impact that partnering with an executive coach had on my life.
From Financial Advisor
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Summary: Regulation can be just as much a friend of the advisory industry as an enemy — as long as firms can keep an open dialogue with regulators and a steady eye on the future.
