From Financial Planning
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Summary: The consulting firm Moss Adams has estimated that the industry could face a shortfall of more than 200,000 advisers by 2022. Now, more than ever, attracting and retaining talent is essential to an advisory firm’s success.
From Financial Planning
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Summary: New products are being launched, smart integrations are available through increasingly opened application program interfaces and adviser feedback is inspiring more efficient features.
From Financial Advisor
Added on April 2017 in Other Ideas
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Summary: Three-time NYC mayor Ed Koch became famous for regularly asking; How’m I doin’? Now I am sure, at times he meant that as a rhetorical question. But many times he really wanted to know. How often are you asking the same question of your best, and not so best clients? Some of the industry’s top advisers regularly conduct satisfaction surveys with their clients.
From WealthManagement.com
Added on April 2017 in Form an RIA
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Summary: In April 2016, the Department of Labor (DOL) issued an expansion to its fiduciary rules. One key takeaway is that advisors providing retirement advice would now have to meet a stricter fiduciary standard. In recent months, many advisors have confronted questions about how these rules will impact their practices, including how increased regulatory scrutiny may impact their firms’ day-to-day operations.
From InvestmentNews
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Summary: Setting a price on a service is a challenge in any industry, so it is no wonder that some advisers are wrestling with the issue of whether they should be flexible in their fees or stick with a standard offering, such as 1% of assets under management.
