From InvestmentNews
1 visitor like this article | Viewed 79 times | 0 comment
Summary: According to a Fidelity Investments benchmarking study of registered investment adviser firms released this spring, RIAs this year are more likely to train staff on existing technology systems than buy new products. Fully 58% of RIA firms ranked training of staff on existing systems as the second biggest technology opportunity, according to the online survey of more than 500 firms conducted by Fidelity Institutional Wealth Services
From RIABiz
1 visitor like this article | Viewed 84 times | 0 comment
Summary: Bernie Clark and Walter Bettinger came to Naples, Fla. with reservations made at the Ritz-Carlton but no reservations about delivering a party-is-almost-over message to 160 RIA principals, mostly managing firms that control assets in the billions.The senior vice president and head of Schwab’s RIA custody unit and the chief executive of The Charles Schwab Corp. co-headed the annual EXPLORE convention with the tricky mission of alerting the company’s biggest clients that the game is changing but that the game plan is still a work in progress
From Wall Street Journal Online
1 visitor like this article | Viewed 88 times | 0 comment
Summary: Financial advisers are much more effective when they are clear about what kind of client they want to serve. But instead of doing this, most advisers still target large asset pools, instead of specific types of clients. It is a problem
From Think Advisor
0 visitor like this article | Viewed 77 times | 0 comment
Summary: With the average worker checking their email inbox around 30 times per hour, it’s no wonder we have time management issues in our daily lives. This is just one example of a distraction constantly vying for our attention! Here are three questions to ask yourself if time management is an issue.
From OnWallStreet
1 visitor like this article | Viewed 89 times | 0 comment
Summary: Nearly 2,000 advisors, exhibitors, and asset management industry leaders headed to Chicago for the annual Morningstar Investment Conference, one of the largest in the investment world. Attendees reveal some of the major takeaways for advisors - from a global outlook on bonds to where to find opportunities in the bond markets, as well as views from Franklin Templeton’s Michael Hasenstab and international investing tips from David Herro of The Oakmark Funds.
