From InvestmentNews
Added on October 2014 in Form an RIA
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Summary: A tool recently introduced by the online professional network LinkedIn could help investment advisers and brokers with both marketing and compliance. LinkedIn has made it possible for users to download an archive of their data with one click. Information that is exported includes a list of first-degree connections, endorsements, comments made in LinkedIn groups and other content that has been posted in the system.
From Think Advisor
Added on October 2014 in Other Ideas
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Summary: Betterment, the four-year-old robo-advisor, announced Wednesday the launch of Betterment Institutional, which will provide advisors with a self-branded, automated platform to serve existing clients and attract new clients with Betterment’s investing, tax harvesting and automated rebalancing offerings.
From Financial Planning
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Summary:Advisors who want to keep practices thriving for the long term need to start making inroads with millennials, the next generation of clients, a relationship consultant emphasized while speaking at the Women Advisors Forum.
From InvestmentNews
Added on October 2014 in Join an RIA
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Summary Consolidation in the independent space is turning large firms with $1 billion in assets into $10 billion enterprises — putting pressure on small and midsize firms who do not envision selling.
From InvestmentNews
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Summary: Today's advisory landscape presents unique challenges for advisers. The numerous forces at play are mostly outside advisers' control, including fee compression, consolidation, rising operating costs and highly correlated markets.
