From InvestmentNews
0 visitor like this article | Viewed 81 times | 0 comment
Summary: Financial advisers award LinkedIn's Pro-Finder service a poor grade so far in terms of helping them identify worthy prospects who have become clients. But they're not giving up hope on the business development tool.
From Financial Planning
0 visitor like this article | Viewed 92 times | 0 comment
Summary: The changes for two pioneers of the digital advice space come as the sector matures; major banks and wirehouses are ramping up their own digital advice offerings, and a preference for hybrid robo advice has emerged.
From OnWallStreet
Added on April 2017 in Form an RIA
0 visitor like this article | Viewed 101 times | 0 comment
Summary: One way to build an advisory practice is to re-imagine what the firm will look like in one, three and five years, and plan for those goals.
From FA Magazine
Added on April 2017 in Form an RIA
0 visitor like this article | Viewed 124 times | 0 comment
Summary: There is some debate as to the official launch of the breakaway advisor movement, when advisors began leaving the shackles of the captive wirehouse environment for the freedom and independence of the RIA community. In order to pinpoint an exact date, we not only need to consider the exodus of advisors, but we also need to consider at what point was there a true RIA industry that advisors could break away to.
From Financial Planning
0 visitor like this article | Viewed 1 time | 0 comment
Summary: To be sure, client assets and revenue are the lifeblood of the financial advisory business, and advisers who can boost those metrics for their firms continue to be rewarded considerably beyond their base salary.
