From ThinkAdvisor
Added on August 2017 in Form an RIA
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Summary: While fiduciary advocates applaud the Certified Financial Planner Board of Standards’ revised standards of conduct — specifically for expanding the scope of a CFP’s fiduciary duty and moving the industry toward a profession — they say the Board must clear up some ambiguities, and even seek more comments, before adopting the plan.
From WealthManagement.com
Added on August 2017 in Join an RIA
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Summary: [Whitepaper] In today’s world of increased market volatility and ever-changing regulatory environment, the need for sound financial stewardship is in great demand. The “Hybrid” business model is gaining considerable traction in the independent space and the more nimble, forward-thinking Broker-Dealers are differentiated by offering unique and exciting solutions under which the hybrid practitioner and their clients can flourish.
From LinkedIn Pulse
Added on August 2017 in Other Ideas
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Summary: We were like sponges for new ideas and experimented with the growth tactics we learned at conferences, from colleagues, from articles and books. And while we didn’t necessarily know what we were doing, we were clear that we wanted to grow and that focus felt great.
From ETFDB.com
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Summary: It’s imperative to build a site that connects with your ideal prospects in an engaging way. Your prospects are looking for a first impression that stands out in the financial services digital marketplace. Your site should not only engage prospects, but also establish your expertise through thought leadership and compelling content.
From LinkedIn Pulse
Added on August 2017 in Join an RIA
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Summary: The world of the independent broker dealer is spinning fast and consolidation seems to be the watchword on everyone’s mind these days. Mega-firms like LPL gobbling up smaller BDs like those under the NPH umbrella is something we are likely to see much more of in the coming months.
